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Concord Wealth Partners’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Concord Wealth Partners’s Portfolio TEI Stock Details TEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-584
Closed -$3.62K – 891
2025
Q3 		$3.62K Buy
584
+326
+126% +$1.99K ﹤0.01% 663
2025
Q2 		$1.55K Hold
258
– – ﹤0.01% 740
2025
Q1 		$1.39K Buy
+258
New +$1.39K ﹤0.01% 709

Other funds holding TEI

ECM
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Concord Wealth Partners's TEI Position: Q4 2025 in Review

Concord Wealth Partners sold out of Templeton Emerging Markets Income Fund (TEI) in Q4 2025, closing a stake of 584 shares — an estimated $3.62K sold.

Concord Wealth Partners first reported a position in TEI in Q1 2025 and held it in 3 quarters. The position peaked at $3.62K in Q3 2025. 93 funds tracked by Wall St. Rank hold TEI as of Q4 2025.

  • Concord Wealth Partners reported no remaining Templeton Emerging Markets Income Fund position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 584 Templeton Emerging Markets Income Fund shares in Q4 2025, an estimated $3.62K.
  • Concord Wealth Partners first reported a position in Templeton Emerging Markets Income Fund in Q1 2025 and held it in 3 quarters.
  • Concord Wealth Partners's Templeton Emerging Markets Income Fund position peaked at $3.62K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.