Capital Advisors Ltd
EMD icon

Capital Advisors Ltd’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Capital Advisors Ltd’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
Q3 		$2K Hold
192
– – ﹤0.01% 1228
2026
Q2 		$2K Buy
+192
New +$2.03K ﹤0.01% 1109

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Ariadne Wealth Management
Ariadne Wealth Management Santa Barbara, California $228M AUM 35.44% 1-Year Est. Return
Gould Asset Management
Gould Asset Management Claremont, California $616M AUM 8.13% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Capital Advisors Ltd's EMD Position: Q3 2026 in Review

Capital Advisors Ltd held its Western Asset Emerging Markets Debt Fund (EMD) position steady in Q3 2026 at 192 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Capital Advisors Ltd first reported a position in EMD in Q2 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold EMD as of Q3 2026.

  • Capital Advisors Ltd held 192 shares of Western Asset Emerging Markets Debt Fund worth $2K as of Q3 2026.
  • Capital Advisors Ltd left its Western Asset Emerging Markets Debt Fund share count unchanged in Q3 2026.
  • Western Asset Emerging Markets Debt Fund made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1228 holding.
  • Capital Advisors Ltd first reported a position in Western Asset Emerging Markets Debt Fund in Q2 2026 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.