UAG
DBL

United Advisor Group’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

United Advisor Group’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 		$352K Hold
24,141
– – 0.04% 357
2025
Q4 		$368K Hold
24,141
– – 0.05% 333
2025
Q3 		$376K Hold
24,141
– – 0.05% 314
2025
Q2 		$371K Hold
24,141
– – 0.06% 278
2025
Q1 		$377K Sell
24,141
-747
-3% -$11.7K 0.08% 235
2024
Q4 		$386K Buy
24,888
+31
+0.1% +$480 0.08% 240
2024
Q3 		$393K Sell
24,857
-1,502
-6% -$23.6K 0.09% 225
2024
Q2 		$405K Sell
26,359
-604
-2% -$9.09K 0.13% 161
2024
Q1 		$416K Buy
+26,963
New +$412K 0.16% 136

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

United Advisor Group's DBL Position: Q1 2026 in Review

United Advisor Group held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q1 2026 at 24,141 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #357.

United Advisor Group first reported a position in DBL in Q1 2024 and has held it in 9 quarters since. The position peaked at $416K in Q1 2024. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

  • United Advisor Group held 24,141 shares of DoubleLine Opportunistic Credit Fund worth $352K as of Q1 2026.
  • United Advisor Group left its DoubleLine Opportunistic Credit Fund share count unchanged in Q1 2026.
  • DoubleLine Opportunistic Credit Fund made up 0.04% of United Advisor Group's portfolio in Q1 2026, its #357 holding.
  • United Advisor Group first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2024 and has held it in 9 quarters since.
  • United Advisor Group's DoubleLine Opportunistic Credit Fund position peaked at $416K in Q1 2024.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.