AO
EMD

Advisor OS’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Advisor OS’s Portfolio EMD Stock Details EMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$355K Hold
36,156
– – 0.03% 392
2025
Q4 		$384K Hold
36,156
– – 0.03% 335
2025
Q3 		$373K Hold
36,156
– – 0.03% 327
2025
Q2 		$363K Hold
36,156
– – 0.04% 312
2025
Q1 		$358K Sell
36,156
-8
-0% -$79 0.04% 290
2024
Q4 		$348K Sell
36,164
-511
-1% -$5.07K 0.04% 289
2024
Q3 		$373K Hold
36,675
– – 0.04% 284
2024
Q2 		$341K Hold
36,675
– – 0.04% 282
2024
Q1 		$352K Hold
36,675
– – 0.04% 286
2023
Q4 		$338K Sell
36,675
-1,224
-3% -$10.5K 0.04% 247
2023
Q3 		$315K Hold
37,899
– – 0.05% 227
2023
Q2 		$327K Hold
37,899
– – 0.05% 230
2023
Q1 		$326K Hold
37,899
– – 0.08% 183
2022
Q4 		$345K Sell
37,899
-863
-2% -$7.39K 0.09% 171
2022
Q3 		$309K Sell
38,762
-877
-2% -$7.88K 0.09% 161
2022
Q2 		$350K Hold
39,639
– – 0.1% 164
2022
Q1 		$425K Hold
39,639
– – 0.12% 158
2021
Q4 		$507K Hold
39,639
– – 0.1% 166
2021
Q3 		$539K Hold
39,639
– – 0.12% 147
2021
Q2 		$555K Hold
39,639
– – 0.12% 134
2021
Q1 		$524K Sell
39,639
-612
-2% -$8.26K 0.12% 117
2020
Q4 		$560K Buy
+40,251
New +$529K 0.15% 79

Other funds holding EMD

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Advisor OS's EMD Position: Q1 2026 in Review

Advisor OS held its Western Asset Emerging Markets Debt Fund (EMD) position steady in Q1 2026 at 36,156 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #392.

Advisor OS first reported a position in EMD in Q4 2020 and has held it in 22 quarters since. The position peaked at $560K in Q4 2020. 101 funds tracked by Wall St. Rank hold EMD as of Q1 2026.

  • Advisor OS held 36,156 shares of Western Asset Emerging Markets Debt Fund worth $355K as of Q1 2026.
  • Advisor OS left its Western Asset Emerging Markets Debt Fund share count unchanged in Q1 2026.
  • Western Asset Emerging Markets Debt Fund made up 0.03% of Advisor OS's portfolio in Q1 2026, its #392 holding.
  • Advisor OS first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2020 and has held it in 22 quarters since.
  • Advisor OS's Western Asset Emerging Markets Debt Fund position peaked at $560K in Q4 2020.
  • 101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.