Baird Financial Group
EDF

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

Baird Financial Group’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 		$948K Buy
198,261
+11,250
+6% +$56.6K ﹤0.01% 1270
2025
Q4 		$929K Buy
187,011
+55,717
+42% +$274K ﹤0.01% 1270
2025
Q3 		$663K Buy
+131,294
New +$668K ﹤0.01% 1381

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
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
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Baird Financial Group's EDF Position: Q1 2026 in Review

Baird Financial Group increased its Virtus Stone Harbor Emerging Markets Income Fund (EDF) stake by 6% in Q1 2026, buying an estimated $56.6K and bringing the position to 198,261 shares worth $948K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Baird Financial Group first reported a position in EDF in Q3 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold EDF as of Q1 2026.

  • Baird Financial Group held 198,261 shares of Virtus Stone Harbor Emerging Markets Income Fund worth $948K as of Q1 2026.
  • Baird Financial Group bought 11,250 Virtus Stone Harbor Emerging Markets Income Fund shares in Q1 2026, an estimated $56.6K.
  • Virtus Stone Harbor Emerging Markets Income Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1270 holding.
  • Baird Financial Group first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q3 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.