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

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

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. 44 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.
  • 44 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.