VCP
DBL

Verus Capital Partners’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Verus Capital Partners’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 		$368K Sell
25,180
-3,091
-11% -$46.1K 0.03% 325
2025
Q4 		$431K Buy
28,271
+481
+2% +$7.41K 0.03% 295
2025
Q3 		$433K Buy
27,790
+1,223
+5% +$18.8K 0.03% 257
2025
Q2 		$409K Buy
26,567
+22
+0.1% +$341 0.04% 241
2025
Q1 		$415K Buy
26,545
+21
+0.1% +$329 0.04% 231
2024
Q4 		$411K Sell
26,524
-428
-2% -$6.63K 0.04% 231
2024
Q3 		$426K Sell
26,952
-3,480
-11% -$54.8K 0.04% 217
2024
Q2 		$467K Sell
30,432
-3,622
-11% -$54.5K 0.05% 201
2024
Q1 		$525K Sell
34,054
-444
-1% -$6.78K 0.06% 188
2023
Q4 		$530K Sell
34,498
-1,259
-4% -$18.4K 0.06% 167
2023
Q3 		$521K Buy
35,757
+4,623
+15% +$66.6K 0.07% 153
2023
Q2 		$452K Buy
31,134
+4,038
+15% +$58.6K 0.06% 173
2023
Q1 		$384K Buy
27,096
+3,628
+15% +$54.2K 0.06% 188
2022
Q4 		$349K Buy
23,468
+7,292
+45% +$106K 0.07% 184
2022
Q3 		$234K Buy
16,176
+8,765
+118% +$136K 0.04% 229
2022
Q2 		$231K Sell
7,411
-10,932
-60% -$175K 0.05% 250
2022
Q1 		$298K Buy
+18,343
New +$325K 0.05% 241
2020
Q1 		$444K Sell
25,939
-5,566
-18% -$112K 0.14% 100
2019
Q4 		$650K Buy
+31,505
New +$652K 0.21% 77

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

Verus Capital Partners's DBL Position: Q1 2026 in Review

Verus Capital Partners reduced its DoubleLine Opportunistic Credit Fund (DBL) stake by 11% in Q1 2026, selling an estimated $46.1K and leaving 25,180 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #325.

Verus Capital Partners first reported a position in DBL in Q4 2019 and has held it in 19 quarters since. The position peaked at $650K in Q4 2019. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

  • Verus Capital Partners held 25,180 shares of DoubleLine Opportunistic Credit Fund worth $368K as of Q1 2026.
  • Verus Capital Partners sold 3,091 DoubleLine Opportunistic Credit Fund shares in Q1 2026, an estimated $46.1K.
  • DoubleLine Opportunistic Credit Fund made up 0.03% of Verus Capital Partners's portfolio in Q1 2026, its #325 holding.
  • Verus Capital Partners first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2019 and has held it in 19 quarters since.
  • Verus Capital Partners's DoubleLine Opportunistic Credit Fund position peaked at $650K in Q4 2019.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.