Allworth Financial’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Allworth Financial’s Portfolio EDF Stock Details EDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.4K	Hold	3,662	–	–	﹤0.01%	3186
2026 Q1	$17.5K	Buy	3,662 +1,000	+38%	+$5.03K	﹤0.01%	3085
2025 Q4	$13.2K	Hold	2,662	–	–	﹤0.01%	3071
2025 Q3	$13.4K	Buy	2,662 +800	+43%	+$4.07K	﹤0.01%	2947
2025 Q2	$9.4K	Buy	+1,862	New	+$9.05K	﹤0.01%	2918

Other funds holding EDF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SFG

Stonebridge Financial Group San Rafael, California $722M AUM

Allworth Financial's EDF Position: Q2 2026 in Review

Allworth Financial held its Virtus Stone Harbor Emerging Markets Income Fund (EDF) position steady in Q2 2026 at 3,662 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3186.

Allworth Financial first reported a position in EDF in Q2 2025 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold EDF as of Q2 2026.

Allworth Financial held 3,662 shares of Virtus Stone Harbor Emerging Markets Income Fund worth $20.4K as of Q2 2026.
Allworth Financial left its Virtus Stone Harbor Emerging Markets Income Fund share count unchanged in Q2 2026.
Virtus Stone Harbor Emerging Markets Income Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3186 holding.
Allworth Financial first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q2 2025 and has held it in 5 quarters since.
46 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.