SIA
DMO

Sit Investment Associates’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Sit Investment Associates’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 		$971K Buy
+90,282
New +$996K 0.02% 361
2025
Q3 		– Sell
-33,880
Closed -$405K – 525
2025
Q2 		$405K Hold
33,880
– – 0.01% 426
2025
Q1 		$400K Buy
33,880
+27,751
+453% +$327K 0.01% 430
2024
Q4 		$72K Sell
6,129
-35,283
-85% -$426K ﹤0.01% 502
2024
Q3 		$496K Sell
41,412
-39,039
-49% -$472K 0.01% 437
2024
Q2 		$960K Sell
80,451
-117,813
-59% -$1.38M 0.02% 364
2024
Q1 		$2.32M Sell
198,264
-188,020
-49% -$2.14M 0.05% 283
2023
Q4 		$4.32M Sell
386,284
-30,778
-7% -$329K 0.11% 217
2023
Q3 		$4.47M Hold
417,062
– – 0.12% 192
2023
Q2 		$4.41M Hold
417,062
– – 0.12% 207
2023
Q1 		$4.36M Sell
417,062
-2,484
-0.6% -$27.3K 0.12% 201
2022
Q4 		$4.52M Sell
419,546
-51,156
-11% -$556K 0.13% 193
2022
Q3 		$5.23M Buy
470,702
+13,264
+3% +$159K 0.16% 164
2022
Q2 		$5.34M Buy
457,438
+70,556
+18% +$865K 0.16% 162
2022
Q1 		$5.17M Sell
386,882
-82,011
-17% -$1.18M 0.14% 189
2021
Q4 		$7.13M Sell
468,893
-41
-0% -$646 0.17% 173
2021
Q3 		$7.25M Buy
468,934
+2,990
+0.6% +$47.3K 0.19% 159
2021
Q2 		$7.26M Buy
465,944
+60,878
+15% +$918K 0.18% 170
2021
Q1 		$5.93M Sell
405,066
-6,285
-2% -$90.8K 0.16% 186
2020
Q4 		$5.83M Buy
411,351
+48,509
+13% +$663K 0.16% 193
2020
Q3 		$4.76M Buy
362,842
+64,343
+22% +$885K 0.14% 203
2020
Q2 		$4.38M Buy
298,499
+127,486
+75% +$1.68M 0.14% 190
2020
Q1 		$2.19M Buy
171,013
+31,035
+22% +$592K 0.08% 251
2019
Q4 		$2.84M Buy
+139,978
New +$2.98M 0.08% 250
2019
Q1 		– Sell
-91,239
Closed -$1.86M – 540
2018
Q4 		$1.86M Buy
91,239
+34,260
+60% +$751K 0.06% 275
2018
Q3 		$1.31M Buy
+56,979
New +$1.29M 0.03% 303
2015
Q3 		– Sell
-19,075
Closed -$457K – 504
2015
Q2 		$457K Sell
19,075
-37,701
-66% -$921K 0.01% 368
2015
Q1 		$1.36M Sell
56,776
-70,909
-56% -$1.72M 0.02% 278
2014
Q4 		$3.04M Buy
127,685
+17,132
+15% +$417K 0.05% 235
2014
Q3 		$2.66M Sell
110,553
-31,126
-22% -$757K 0.05% 241
2014
Q2 		$3.48M Sell
141,679
-26,526
-16% -$629K 0.06% 248
2014
Q1 		$3.88M Buy
168,205
+15,655
+10% +$362K 0.07% 222
2013
Q4 		$3.54M Buy
152,550
+76,665
+101% +$1.74M 0.06% 222
2013
Q3 		$1.71M Sell
75,885
-21,342
-22% -$473K 0.03% 290
2013
Q2 		$2.25M Buy
+97,227
New +$2.46M 0.05% 253

Other funds holding DMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $3.6B AUM 30.03% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Sit Investment Associates's DMO Position: Q1 2026 in Review

Sit Investment Associates opened a new position in Western Asset Mortgage Opportunity Fund (DMO) in Q1 2026: 90,282 shares worth $971K. The stake represents 0.02% of the portfolio and ranks #361 among its holdings. This is a return to the name: Sit Investment Associates previously reported a position in DMO as recently as Q2 2025.

Sit Investment Associates first reported a position in DMO in Q2 2013 and has held it in 35 quarters since. The position peaked at $7.26M in Q2 2021. 44 funds tracked by Wall St. Rank hold DMO as of Q1 2026.

  • Sit Investment Associates held 90,282 shares of Western Asset Mortgage Opportunity Fund worth $971K as of Q1 2026.
  • Western Asset Mortgage Opportunity Fund was a new Sit Investment Associates position in Q1 2026.
  • Western Asset Mortgage Opportunity Fund made up 0.02% of Sit Investment Associates's portfolio in Q1 2026, its #361 holding.
  • Sit Investment Associates first reported a position in Western Asset Mortgage Opportunity Fund in Q2 2013 and has held it in 35 quarters since.
  • Sit Investment Associates's Western Asset Mortgage Opportunity Fund position peaked at $7.26M in Q2 2021.
  • 44 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.