Concurrent Investment Advisors’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Concurrent Investment Advisors’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 Q1	$195K	Sell	19,832 -405	-2%	-$4.34K	﹤0.01%	1758
2025 Q4	$215K	Buy	20,237 +114	+0.6%	+$1.2K	﹤0.01%	1600
2025 Q3	$208K	Sell	20,123 -3,574	-15%	-$36.7K	﹤0.01%	1341
2025 Q2	$238K	Buy	23,697 +638	+3%	+$6.07K	﹤0.01%	1179
2025 Q1	$228K	Buy	23,059 +1,005	+5%	+$9.88K	0.01%	1063
2024 Q4	$212K	Sell	22,054 -2,302	-9%	-$22.8K	0.01%	968
2024 Q3	$248K	Buy	24,356 +2,844	+13%	+$27.9K	0.01%	851
2024 Q2	$200K	Buy	+21,512	New	+$200K	0.01%	876

Other funds holding EMD

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

PCM

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Concurrent Investment Advisors's EMD Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Western Asset Emerging Markets Debt Fund (EMD) stake by 2% in Q1 2026, selling an estimated $4.34K and leaving 19,832 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Concurrent Investment Advisors first reported a position in EMD in Q2 2024 and has held it in 8 quarters since. The position peaked at $248K in Q3 2024. 101 funds tracked by Wall St. Rank hold EMD as of Q1 2026.

Concurrent Investment Advisors held 19,832 shares of Western Asset Emerging Markets Debt Fund worth $195K as of Q1 2026.
Concurrent Investment Advisors sold 405 Western Asset Emerging Markets Debt Fund shares in Q1 2026, an estimated $4.34K.
Western Asset Emerging Markets Debt Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1758 holding.
Concurrent Investment Advisors first reported a position in Western Asset Emerging Markets Debt Fund in Q2 2024 and has held it in 8 quarters since.
Concurrent Investment Advisors's Western Asset Emerging Markets Debt Fund position peaked at $248K in Q3 2024.
101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.