Allworth Financial’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Allworth Financial’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
2025 Q3	–	Sell	-1,031	Closed	-$10.4K	–	4947
2025 Q2	$10.4K	Buy	1,031 +20	+2%	+$190	﹤0.01%	2877
2025 Q1	$9.39K	Sell	1,011 -2,823	-74%	-$27.8K	﹤0.01%	2451
2024 Q4	$37.7K	Buy	+3,834	New	+$38K	﹤0.01%	1723
2023 Q4	–	Sell	-910	Closed	-$7.55K	–	3505
2023 Q3	$7.55K	Hold	910	–	–	﹤0.01%	1949
2023 Q2	$7.84K	Hold	910	–	–	﹤0.01%	1935
2023 Q1	$7.82K	Hold	910	–	–	﹤0.01%	1878
2022 Q4	$8.29K	Sell	910 -3,037	-77%	-$26K	﹤0.01%	1741
2022 Q3	$31K	Buy	3,947 +1,067	+37%	+$9.58K	﹤0.01%	1120
2022 Q2	$25K	Buy	+2,880	New	+$27.7K	﹤0.01%	1144

Other funds holding EMD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

Allworth Financial's EMD Position: Q3 2025 in Review

Allworth Financial sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q3 2025, closing a stake of 1,031 shares — an estimated $10.4K sold.

Allworth Financial first reported a position in EMD in Q2 2022 and held it in 9 quarters. The position peaked at $37.7K in Q4 2024. 98 funds tracked by Wall St. Rank hold EMD as of Q3 2025.

Allworth Financial reported no remaining Western Asset Emerging Markets Debt Fund position as of Q3 2025 after selling out during the quarter.
Allworth Financial sold 1,031 Western Asset Emerging Markets Debt Fund shares in Q3 2025, an estimated $10.4K.
Allworth Financial first reported a position in Western Asset Emerging Markets Debt Fund in Q2 2022 and held it in 9 quarters.
Allworth Financial's Western Asset Emerging Markets Debt Fund position peaked at $37.7K in Q4 2024.
98 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.