AF
EDF

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Allworth Financial's EDF Position: Q1 2026 in Review

Allworth Financial increased its Virtus Stone Harbor Emerging Markets Income Fund (EDF) stake by 38% in Q1 2026, buying an estimated $5.03K and bringing the position to 3,662 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3085.

Allworth Financial first reported a position in EDF in Q2 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold EDF as of Q1 2026.

  • Allworth Financial held 3,662 shares of Virtus Stone Harbor Emerging Markets Income Fund worth $17.5K as of Q1 2026.
  • Allworth Financial bought 1,000 Virtus Stone Harbor Emerging Markets Income Fund shares in Q1 2026, an estimated $5.03K.
  • Virtus Stone Harbor Emerging Markets Income Fund made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3085 holding.
  • Allworth Financial first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q2 2025 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.