RP
DMO

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

Riverbridge 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
2026
Q2 		$690K Buy
+64,397
New +$703K 0.02% 159
2025
Q3 		– Sell
-44,664
Closed -$533K – 189
2025
Q2 		$533K Buy
44,664
+1,696
+4% +$19.7K 0.01% 150
2025
Q1 		$508K Buy
42,968
+3,927
+10% +$46.3K 0.01% 149
2024
Q4 		$461K Sell
39,041
-44,252
-53% -$534K 0.01% 150
2024
Q3 		$997K Buy
83,293
+1,638
+2% +$19.8K 0.01% 120
2024
Q2 		$974K Sell
81,655
-49,499
-38% -$578K 0.01% 124
2024
Q1 		$1.54M Buy
131,154
+3,132
+2% +$35.6K 0.02% 108
2023
Q4 		$1.43M Buy
128,022
+1,188
+0.9% +$12.7K 0.02% 115
2023
Q3 		$1.36M Buy
126,834
+15,746
+14% +$171K 0.02% 110
2023
Q2 		$1.18M Sell
111,088
-8,679
-7% -$90.8K 0.01% 111
2023
Q1 		$1.25M Buy
119,767
+2,679
+2% +$29.4K 0.02% 116
2022
Q4 		$1.26M Buy
117,088
+5,292
+5% +$57.5K 0.02% 118
2022
Q3 		$1.24M Buy
111,796
+2,654
+2% +$31.8K 0.02% 119
2022
Q2 		$1.27M Buy
+109,142
New +$1.34M 0.02% 118

Other funds holding DMO

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
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Riverbridge Partners's DMO Position: Q2 2026 in Review

Riverbridge Partners opened a new position in Western Asset Mortgage Opportunity Fund (DMO) in Q2 2026: 64,397 shares worth $690K. The stake represents 0.02% of the portfolio and ranks #159 among its holdings. This is a return to the name: Riverbridge Partners previously reported a position in DMO as recently as Q2 2025.

Riverbridge Partners first reported a position in DMO in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.54M in Q1 2024. 13 funds tracked by Wall St. Rank hold DMO as of Q2 2026.

  • Riverbridge Partners held 64,397 shares of Western Asset Mortgage Opportunity Fund worth $690K as of Q2 2026.
  • Western Asset Mortgage Opportunity Fund was a new Riverbridge Partners position in Q2 2026.
  • Western Asset Mortgage Opportunity Fund made up 0.02% of Riverbridge Partners's portfolio in Q2 2026, its #159 holding.
  • Riverbridge Partners first reported a position in Western Asset Mortgage Opportunity Fund in Q2 2022 and has held it in 14 quarters since.
  • Riverbridge Partners's Western Asset Mortgage Opportunity Fund position peaked at $1.54M in Q1 2024.
  • 13 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q2 2026.

Based on Riverbridge Partners's 13F filing for Q2 2026, filed 13 Jul 2026.