MCM
DMO

MAI Capital Management’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

MAI Capital Management’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 		– Sell
-1,694
Closed -$18.2K – 2751
2026
Q1 		$18.2K Hold
1,694
– – ﹤0.01% 2850
2025
Q4 		$18.7K Hold
1,694
– – ﹤0.01% 2546
2025
Q3 		$19.9K Hold
1,694
– – ﹤0.01% 2408
2025
Q2 		$20.2K Buy
+1,694
New +$19.7K ﹤0.01% 2345

Other funds holding DMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
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

MAI Capital Management's DMO Position: Q2 2026 in Review

MAI Capital Management sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q2 2026, closing a stake of 1,694 shares — an estimated $18.2K sold.

MAI Capital Management first reported a position in DMO in Q2 2025 and held it in 4 quarters. The position peaked at $20.2K in Q2 2025. 44 funds tracked by Wall St. Rank hold DMO as of Q2 2026.

  • MAI Capital Management reported no remaining Western Asset Mortgage Opportunity Fund position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,694 Western Asset Mortgage Opportunity Fund shares in Q2 2026, an estimated $18.2K.
  • MAI Capital Management first reported a position in Western Asset Mortgage Opportunity Fund in Q2 2025 and held it in 4 quarters.
  • MAI Capital Management's Western Asset Mortgage Opportunity Fund position peaked at $20.2K in Q2 2025.
  • 44 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.