UAG
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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
Q3 		$327K Hold
24,141
– – 0.03% 429
2026
Q2 		$347K Hold
24,141
– – 0.04% 389
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

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return
Stratos Wealth Advisors
Stratos Wealth Advisors Beachwood, Ohio $1.9B AUM 16.7% 1-Year Est. Return
Gridiron Partners
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
Intellectus Partners
Intellectus Partners San Francisco, California $602M AUM 39.4% 1-Year Est. Return
Catawba River Capital
Catawba River Capital Lake Wylie, South Carolina $190M AUM 0.27% 1-Year Est. Return

United Advisor Group's DBL Position: Q3 2026 in Review

United Advisor Group held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q3 2026 at 24,141 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #429.

United Advisor Group first reported a position in DBL in Q1 2024 and has held it in 11 quarters since. The position peaked at $416K in Q1 2024. 68 funds tracked by Wall St. Rank hold DBL as of Q3 2026.

  • United Advisor Group held 24,141 shares of DoubleLine Opportunistic Credit Fund worth $327K as of Q3 2026.
  • United Advisor Group left its DoubleLine Opportunistic Credit Fund share count unchanged in Q3 2026.
  • DoubleLine Opportunistic Credit Fund made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #429 holding.
  • United Advisor Group first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2024 and has held it in 11 quarters since.
  • United Advisor Group's DoubleLine Opportunistic Credit Fund position peaked at $416K in Q1 2024.
  • 68 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.