Strategic Wealth Partners’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Strategic Wealth Partners’s Portfolio DBL Stock Details DBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.29M	Hold	88,316	–	–	0.09%	128
2025 Q4	$1.35M	Hold	88,316	–	–	0.09%	129
2025 Q3	$1.38M	Buy	88,316 +980	+1%	+$15.1K	0.1%	134
2025 Q2	$1.34M	Buy	+87,336	New	+$1.35M	0.11%	125
2024 Q4	$1.37M	Buy	87,336 +700	+0.8%	+$10.8K	0.11%	125
2024 Q3	$1.37M	Hold	86,636	–	–	0.13%	121
2024 Q2	$1.33M	Hold	86,636	–	–	0.14%	118
2024 Q1	$1.34M	Hold	86,636	–	–	0.15%	111
2023 Q4	$1.33M	Hold	86,636	–	–	0.16%	112
2023 Q3	$1.26M	Buy	86,636 +34,578	+66%	+$498K	0.17%	140
2023 Q2	$755K	Buy	+52,058	New	+$756K	0.1%	169

Other funds holding DBL

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Strategic Wealth Partners's DBL Position: Q1 2026 in Review

Strategic Wealth Partners held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q1 2026 at 88,316 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #128.

Strategic Wealth Partners first reported a position in DBL in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q3 2025. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

Strategic Wealth Partners held 88,316 shares of DoubleLine Opportunistic Credit Fund worth $1.29M as of Q1 2026.
Strategic Wealth Partners left its DoubleLine Opportunistic Credit Fund share count unchanged in Q1 2026.
DoubleLine Opportunistic Credit Fund made up 0.09% of Strategic Wealth Partners's portfolio in Q1 2026, its #128 holding.
Strategic Wealth Partners first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2023 and has held it in 11 quarters since.
Strategic Wealth Partners's DoubleLine Opportunistic Credit Fund position peaked at $1.38M in Q3 2025.
73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.