Steward Partners Investment Advisory’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Steward Partners Investment Advisory’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	$10.8K	Hold	1,000	–	–	﹤0.01%	3521
2025 Q4	$11.1K	Hold	1,000	–	–	﹤0.01%	3408
2025 Q3	$11.7K	Hold	1,000	–	–	﹤0.01%	3332
2025 Q2	$11.9K	Hold	1,000	–	–	﹤0.01%	3132
2025 Q1	$11.8K	Hold	1,000	–	–	﹤0.01%	3015
2024 Q4	$11.8K	Hold	1,000	–	–	﹤0.01%	3032
2024 Q3	$12K	Hold	1,000	–	–	﹤0.01%	2879
2024 Q2	$11.9K	Hold	1,000	–	–	﹤0.01%	2745
2024 Q1	$11.7K	Hold	1,000	–	–	﹤0.01%	2752
2023 Q4	$11.2K	Hold	1,000	–	–	﹤0.01%	2663
2023 Q3	$10.7K	Hold	1,000	–	–	﹤0.01%	2574
2023 Q2	$10.6K	Hold	1,000	–	–	﹤0.01%	2555
2023 Q1	$10.4K	Hold	1,000	–	–	﹤0.01%	2519
2022 Q4	$10.8K	Hold	1,000	–	–	﹤0.01%	2508
2022 Q3	$11K	Hold	1,000	–	–	﹤0.01%	2479
2022 Q2	$12K	Hold	1,000	–	–	﹤0.01%	2439
2022 Q1	$13K	Hold	1,000	–	–	﹤0.01%	2547
2021 Q4	$15K	Hold	1,000	–	–	﹤0.01%	2434
2021 Q3	$15K	Hold	1,000	–	–	﹤0.01%	2444
2021 Q2	$16K	Hold	1,000	–	–	﹤0.01%	5388
2021 Q1	$14.6K	Hold	1,000	–	–	﹤0.01%	2616
2020 Q4	$14K	Sell	1,000 -1,150	-53%	-$15.7K	﹤0.01%	2174
2020 Q3	$28K	Buy	2,150 +550	+34%	+$7.57K	﹤0.01%	1755
2020 Q2	$23K	Buy	+1,600	New	+$21.1K	﹤0.01%	1718

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 $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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Steward Partners Investment Advisory's DMO Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Western Asset Mortgage Opportunity Fund (DMO) position steady in Q1 2026 at 1,000 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3521.

Steward Partners Investment Advisory first reported a position in DMO in Q2 2020 and has held it in 24 quarters since. The position peaked at $28K in Q3 2020. 44 funds tracked by Wall St. Rank hold DMO as of Q1 2026.

Steward Partners Investment Advisory held 1,000 shares of Western Asset Mortgage Opportunity Fund worth $10.8K as of Q1 2026.
Steward Partners Investment Advisory left its Western Asset Mortgage Opportunity Fund share count unchanged in Q1 2026.
Western Asset Mortgage Opportunity Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3521 holding.
Steward Partners Investment Advisory first reported a position in Western Asset Mortgage Opportunity Fund in Q2 2020 and has held it in 24 quarters since.
Steward Partners Investment Advisory's Western Asset Mortgage Opportunity Fund position peaked at $28K in Q3 2020.
44 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.