Raymond James Financial
DMO

Raymond James Financial’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Raymond James Financial’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 		$1.72M Buy
160,702
+12,660
+9% +$138K ﹤0.01% 3602
2026
Q1 		$1.59M Buy
148,042
+37,085
+33% +$409K ﹤0.01% 3518
2025
Q4 		$1.23M Buy
110,957
+23,016
+26% +$269K ﹤0.01% 3643
2025
Q3 		$1.03M Buy
87,941
+9,350
+12% +$111K ﹤0.01% 3656
2025
Q2 		$938K Sell
78,591
-18,625
-19% -$217K ﹤0.01% 3629
2025
Q1 		$1.15M Buy
97,216
+25,830
+36% +$304K ﹤0.01% 3383
2024
Q4 		$842K Buy
+71,386
New +$862K ﹤0.01% 3563

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
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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Raymond James Financial's DMO Position: Q2 2026 in Review

Raymond James Financial increased its Western Asset Mortgage Opportunity Fund (DMO) stake by 8.6% in Q2 2026, buying an estimated $138K and bringing the position to 160,702 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #3602.

Raymond James Financial first reported a position in DMO in Q4 2024 and has held it in 7 quarters since. 43 funds tracked by Wall St. Rank hold DMO as of Q2 2026.

  • Raymond James Financial held 160,702 shares of Western Asset Mortgage Opportunity Fund worth $1.72M as of Q2 2026.
  • Raymond James Financial bought 12,660 Western Asset Mortgage Opportunity Fund shares in Q2 2026, an estimated $138K.
  • Western Asset Mortgage Opportunity Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3602 holding.
  • Raymond James Financial first reported a position in Western Asset Mortgage Opportunity Fund in Q4 2024 and has held it in 7 quarters since.
  • 43 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.