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 Q2	$78.6K	Hold	5,487	–	–	﹤0.01%	1297
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 $5.28B AUM 14.42% 1-Year Est. Return

AWM

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

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

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

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $191M AUM 4.6% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

TD Waterhouse Canada's DBL Position: Q2 2026 in Review

TD Waterhouse Canada held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q2 2026 at 5,487 shares worth $78.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

TD Waterhouse Canada first reported a position in DBL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.24M in Q1 2022. 79 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

TD Waterhouse Canada held 5,487 shares of DoubleLine Opportunistic Credit Fund worth $78.6K as of Q2 2026.
TD Waterhouse Canada left its DoubleLine Opportunistic Credit Fund share count unchanged in Q2 2026.
DoubleLine Opportunistic Credit Fund made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #1297 holding.
TD Waterhouse Canada first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2021 and has held it in 19 quarters since.
TD Waterhouse Canada's DoubleLine Opportunistic Credit Fund position peaked at $1.24M in Q1 2022.
79 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.