TWC
DBL

TD Waterhouse Canada’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

TD Waterhouse Canada’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 		$80.3K Hold
5,487
– – ﹤0.01% 1251
2025
Q4 		$83.7K Hold
5,487
– – ﹤0.01% 1074
2025
Q3 		$85.1K Sell
5,487
-11,583
-68% -$178K ﹤0.01% 1065
2025
Q2 		$263K Sell
17,070
-453
-3% -$7.01K ﹤0.01% 772
2025
Q1 		$273K Hold
17,523
– – ﹤0.01% 739
2024
Q4 		$270K Sell
17,523
-39,231
-69% -$608K ﹤0.01% 744
2024
Q3 		$898K Buy
56,754
+8,621
+18% +$136K 0.01% 516
2024
Q2 		$738K Buy
48,133
+3,342
+7% +$50.3K 0.01% 532
2024
Q1 		$759K Buy
44,791
+1,360
+3% +$20.8K 0.01% 551
2023
Q4 		$683K Buy
43,431
+6,459
+17% +$94.3K 0.01% 488
2023
Q3 		$547K Sell
36,972
-770
-2% -$11.1K 0.01% 503
2023
Q2 		$527K Buy
37,742
+1,836
+5% +$26.7K 0.01% 524
2023
Q1 		$536K Buy
35,906
+1,925
+6% +$28.7K 0.01% 520
2022
Q4 		$524K Sell
33,981
-40,826
-55% -$595K 0.01% 518
2022
Q3 		$1.13M Buy
74,807
+650
+0.9% +$10.1K 0.01% 381
2022
Q2 		$1.18M Buy
74,157
+2,165
+3% +$34.7K 0.01% 390
2022
Q1 		$1.24M Buy
71,992
+9,683
+16% +$172K 0.01% 413
2021
Q4 		$1.21M Buy
+62,309
New +$1.2M 0.01% 447

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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
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
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
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

TD Waterhouse Canada's DBL Position: Q1 2026 in Review

TD Waterhouse Canada held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q1 2026 at 5,487 shares worth $80.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

TD Waterhouse Canada first reported a position in DBL in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.24M in Q1 2022. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

  • TD Waterhouse Canada held 5,487 shares of DoubleLine Opportunistic Credit Fund worth $80.3K as of Q1 2026.
  • TD Waterhouse Canada left its DoubleLine Opportunistic Credit Fund share count unchanged in Q1 2026.
  • DoubleLine Opportunistic Credit Fund made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q1 2026, its #1251 holding.
  • TD Waterhouse Canada first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2021 and has held it in 18 quarters since.
  • TD Waterhouse Canada's DoubleLine Opportunistic Credit Fund position peaked at $1.24M in Q1 2022.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.