NWMP
DMO

Noble Wealth Management PBC’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Noble Wealth Management PBC’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 		$427K Buy
39,837
+5,040
+14% +$55.1K 0.19% 109
2026
Q1 		$374K Buy
34,797
+20,900
+150% +$231K 0.19% 105
2025
Q4 		$154K Buy
13,897
+10,822
+352% +$126K 0.08% 167
2025
Q3 		$36K Buy
+3,075
New +$36.6K 0.02% 284
2025
Q1 		$10.3K Buy
+875
New +$10.3K 0.01% 373

Other funds holding DMO

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Noble Wealth Management PBC's DMO Position: Q2 2026 in Review

Noble Wealth Management PBC increased its Western Asset Mortgage Opportunity Fund (DMO) stake by 14% in Q2 2026, buying an estimated $55.1K and bringing the position to 39,837 shares worth $427K. The position accounts for 0.19% of the portfolio, ranked #109.

Noble Wealth Management PBC first reported a position in DMO in Q1 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold DMO as of Q2 2026.

  • Noble Wealth Management PBC held 39,837 shares of Western Asset Mortgage Opportunity Fund worth $427K as of Q2 2026.
  • Noble Wealth Management PBC bought 5,040 Western Asset Mortgage Opportunity Fund shares in Q2 2026, an estimated $55.1K.
  • Western Asset Mortgage Opportunity Fund made up 0.19% of Noble Wealth Management PBC's portfolio in Q2 2026, its #109 holding.
  • Noble Wealth Management PBC first reported a position in Western Asset Mortgage Opportunity Fund in Q1 2025 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.