Baird Financial Group
DMO

Baird Financial Group’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Baird Financial Group’s Portfolio DMO Stock Details DMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.44M Buy
134,409
+7,753
+6% +$85.5K ﹤0.01% 1155
2025
Q4 		$1.4M Sell
126,656
-97,058
-43% -$1.13M ﹤0.01% 1146
2025
Q3 		$2.62M Buy
223,714
+4,932
+2% +$58.7K ﹤0.01% 956
2025
Q2 		$2.61M Buy
218,782
+17,374
+9% +$202K ﹤0.01% 927
2025
Q1 		$2.38M Buy
201,408
+8,914
+5% +$105K ﹤0.01% 915
2024
Q4 		$2.27M Buy
192,494
+89,030
+86% +$1.07M ﹤0.01% 927
2024
Q3 		$1.24M Buy
103,464
+2,302
+2% +$27.8K ﹤0.01% 1109
2024
Q2 		$1.21M Buy
101,162
+1,539
+2% +$18K ﹤0.01% 1107
2024
Q1 		$1.17M Buy
99,623
+64,272
+182% +$731K ﹤0.01% 1113
2023
Q4 		$395K Buy
35,351
+16,361
+86% +$175K ﹤0.01% 1436
2023
Q3 		$203K Buy
18,990
+466
+3% +$5.08K ﹤0.01% 1622
2023
Q2 		$196K Buy
18,524
+681
+4% +$7.13K ﹤0.01% 1620
2023
Q1 		$186K Buy
17,843
+7,210
+68% +$79.1K ﹤0.01% 1625
2022
Q4 		$115K Buy
10,633
+290
+3% +$3.15K ﹤0.01% 1647
2022
Q3 		$115K Buy
10,343
+289
+3% +$3.46K ﹤0.01% 1662
2022
Q2 		$117K Buy
+10,054
New +$123K ﹤0.01% 1738

Other funds holding DMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Baird Financial Group's DMO Position: Q1 2026 in Review

Baird Financial Group increased its Western Asset Mortgage Opportunity Fund (DMO) stake by 6.1% in Q1 2026, buying an estimated $85.5K and bringing the position to 134,409 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Baird Financial Group first reported a position in DMO in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.62M in Q3 2025. 44 funds tracked by Wall St. Rank hold DMO as of Q1 2026.

  • Baird Financial Group held 134,409 shares of Western Asset Mortgage Opportunity Fund worth $1.44M as of Q1 2026.
  • Baird Financial Group bought 7,753 Western Asset Mortgage Opportunity Fund shares in Q1 2026, an estimated $85.5K.
  • Western Asset Mortgage Opportunity Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1155 holding.
  • Baird Financial Group first reported a position in Western Asset Mortgage Opportunity Fund in Q2 2022 and has held it in 16 quarters since.
  • Baird Financial Group's Western Asset Mortgage Opportunity Fund position peaked at $2.62M in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.