Key Financial Inc’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Key Financial Inc’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 Q2	$5.36K	Buy	+500	New	+$5.46K	﹤0.01%	1011

Other funds holding DMO

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Key Financial Inc's DMO Position: Q2 2026 in Review

Key Financial Inc opened a new position in Western Asset Mortgage Opportunity Fund (DMO) in Q2 2026: 500 shares worth $5.36K. The stake represents ﹤0.01% of the portfolio and ranks #1011 among its holdings.

44 funds tracked by Wall St. Rank hold DMO as of Q2 2026.

Key Financial Inc held 500 shares of Western Asset Mortgage Opportunity Fund worth $5.36K as of Q2 2026.
Western Asset Mortgage Opportunity Fund was a new Key Financial Inc position in Q2 2026.
Western Asset Mortgage Opportunity Fund made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1011 holding.
44 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.