PP
DMO

Pacifica Partners’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Pacifica Partners’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
2025
Q4 		– Sell
-1,006
Closed -$11.8K – 485
2025
Q3 		$11.8K Buy
+1,006
New +$12K ﹤0.01% 310

Other funds holding DMO

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Pacifica Partners's DMO Position: Q4 2025 in Review

Pacifica Partners sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q4 2025, closing a stake of 1,006 shares — an estimated $11.8K sold.

Pacifica Partners first reported a position in DMO in Q3 2025 and held it in 1 quarter. The position peaked at $11.8K in Q3 2025. 43 funds tracked by Wall St. Rank hold DMO as of Q4 2025.

  • Pacifica Partners reported no remaining Western Asset Mortgage Opportunity Fund position as of Q4 2025 after selling out during the quarter.
  • Pacifica Partners sold 1,006 Western Asset Mortgage Opportunity Fund shares in Q4 2025, an estimated $11.8K.
  • Pacifica Partners first reported a position in Western Asset Mortgage Opportunity Fund in Q3 2025 and held it in 1 quarter.
  • Pacifica Partners's Western Asset Mortgage Opportunity Fund position peaked at $11.8K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q4 2025.

Based on Pacifica Partners's 13F filing for Q4 2025, filed 9 Jan 2026.