Logan Stone Capital’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Logan Stone Capital’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	–	Sell	-33,392	Closed	-$369K	–	142
2025 Q4	$369K	Buy	+33,392	New	+$390K	0.09%	111
2023 Q3	–	Sell	-89,443	Closed	-$946K	–	156
2023 Q2	$946K	Buy	+89,443	New	+$936K	0.32%	81
2023 Q1	–	Sell	-40,805	Closed	-$439K	–	170
2022 Q4	$439K	Sell	40,805 -32,000	-44%	-$348K	0.16%	147
2022 Q3	$809K	Sell	72,805 -28,937	-28%	-$346K	0.53%	47
2022 Q2	$1.19M	Buy	+101,742	New	+$1.25M	0.87%	30

Other funds holding DMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 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

Logan Stone Capital's DMO Position: Q1 2026 in Review

Logan Stone Capital sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q1 2026, closing a stake of 33,392 shares — an estimated $369K sold.

Logan Stone Capital first reported a position in DMO in Q2 2022 and held it in 5 quarters. The position peaked at $1.19M in Q2 2022. 44 funds tracked by Wall St. Rank hold DMO as of Q1 2026.

Logan Stone Capital reported no remaining Western Asset Mortgage Opportunity Fund position as of Q1 2026 after selling out during the quarter.
Logan Stone Capital sold 33,392 Western Asset Mortgage Opportunity Fund shares in Q1 2026, an estimated $369K.
Logan Stone Capital first reported a position in Western Asset Mortgage Opportunity Fund in Q2 2022 and held it in 5 quarters.
Logan Stone Capital's Western Asset Mortgage Opportunity Fund position peaked at $1.19M in Q2 2022.
44 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q1 2026.

Based on Logan Stone Capital's 13F filing for Q1 2026, filed 15 May 2026.