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

Osbon 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 Q1	$15.6K	Buy	+1,449	New	+$16K	0.01%	253

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 $3B AUM 24.41% 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

Osbon Capital Management's DMO Position: Q1 2026 in Review

Osbon Capital Management opened a new position in Western Asset Mortgage Opportunity Fund (DMO) in Q1 2026: 1,449 shares worth $15.6K. The stake represents 0.01% of the portfolio and ranks #253 among its holdings.

44 funds tracked by Wall St. Rank hold DMO as of Q1 2026.

Osbon Capital Management held 1,449 shares of Western Asset Mortgage Opportunity Fund worth $15.6K as of Q1 2026.
Western Asset Mortgage Opportunity Fund was a new Osbon Capital Management position in Q1 2026.
Western Asset Mortgage Opportunity Fund made up 0.01% of Osbon Capital Management's portfolio in Q1 2026, its #253 holding.
44 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q1 2026.

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