SS
DLY

Sunbelt Securities’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Sunbelt Securities’s Portfolio DLY Stock Details DLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.9K Buy
2,289
+15
+0.7% +$218 ﹤0.01% 1150
2025
Q4 		$33.1K Buy
2,274
+15
+0.7% +$220 ﹤0.01% 1111
2025
Q3 		$34.1K Buy
2,259
+1,259
+126% +$19.4K ﹤0.01% 1105
2025
Q2 		$15.8K Hold
1,000
– – ﹤0.01% 1206
2025
Q1 		$16.1K Hold
1,000
– – ﹤0.01% 1172
2024
Q4 		$15.8K Hold
1,000
– – ﹤0.01% 1208
2024
Q3 		$16.6K Hold
1,000
– – ﹤0.01% 1204
2024
Q2 		$15.8K Hold
1,000
– – ﹤0.01% 1168
2024
Q1 		$15.9K Hold
1,000
– – ﹤0.01% 1134
2023
Q4 		$14.9K Hold
1,000
– – ﹤0.01% 1090
2023
Q3 		$14.7K Buy
+1,000
New +$14.5K ﹤0.01% 1073

Other funds holding DLY

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return