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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Sunbelt Securities's DLY Position: Q1 2026 in Review

Sunbelt Securities increased its DoubleLine Yield Opportunities Fund (DLY) stake by 0.66% in Q1 2026, buying an estimated $218 and bringing the position to 2,289 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Sunbelt Securities first reported a position in DLY in Q3 2023 and has held it in 11 quarters since. The position peaked at $34.1K in Q3 2025. 95 funds tracked by Wall St. Rank hold DLY as of Q1 2026.

Sunbelt Securities held 2,289 shares of DoubleLine Yield Opportunities Fund worth $31.9K as of Q1 2026.
Sunbelt Securities bought 15 DoubleLine Yield Opportunities Fund shares in Q1 2026, an estimated $218.
DoubleLine Yield Opportunities Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1150 holding.
Sunbelt Securities first reported a position in DoubleLine Yield Opportunities Fund in Q3 2023 and has held it in 11 quarters since.
Sunbelt Securities's DoubleLine Yield Opportunities Fund position peaked at $34.1K in Q3 2025.
95 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.