DAS
EDF

Dynamic Advisor Solutions’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Dynamic Advisor Solutions’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
Q2 		$519K Sell
92,964
-2,444
-3% -$12.9K 0.01% 675
2026
Q1 		$456K Buy
95,408
+2,215
+2% +$11.1K 0.01% 669
2025
Q4 		$463K Sell
93,193
-2,960
-3% -$14.6K 0.01% 650
2025
Q3 		$486K Buy
96,153
+2,108
+2% +$10.7K 0.01% 640
2025
Q2 		$475K Buy
94,045
+486
+0.5% +$2.36K 0.01% 620
2025
Q1 		$473K Buy
+93,559
New +$476K 0.02% 598
2024
Q4 		– Sell
-102,242
Closed -$536K – 703
2024
Q3 		$536K Sell
102,242
-4,163
-4% -$21.8K 0.02% 606
2024
Q2 		$561K Sell
106,405
-19,332
-15% -$104K 0.02% 599
2024
Q1 		$680K Sell
125,737
-5,540
-4% -$26.1K 0.02% 528
2023
Q4 		$580K Buy
131,277
+4,598
+4% +$18.9K 0.02% 538
2023
Q3 		$560K Buy
126,679
+9,630
+8% +$44.3K 0.03% 487
2023
Q2 		$528K Buy
117,049
+3,605
+3% +$15.4K 0.03% 479
2023
Q1 		$518K Sell
113,444
-3,888
-3% -$18.8K 0.03% 459
2022
Q4 		$488K Buy
117,332
+9,300
+9% +$36.2K 0.03% 448
2022
Q3 		$399K Buy
108,032
+8,192
+8% +$36.5K 0.03% 440
2022
Q2 		$439K Sell
99,840
-7,904
-7% -$43.2K 0.03% 433
2022
Q1 		$704K Buy
107,744
+7,208
+7% +$45.3K 0.05% 350
2021
Q4 		$670K Buy
100,536
+15,767
+19% +$111K 0.05% 360
2021
Q3 		$632K Buy
84,769
+9,652
+13% +$80.4K 0.05% 388
2021
Q2 		$642K Buy
75,117
+10,033
+15% +$85.1K 0.05% 372
2021
Q1 		$548K Buy
65,084
+8,704
+15% +$73.8K 0.05% 355
2020
Q4 		$456K Buy
56,380
+926
+2% +$6.61K 0.04% 385
2020
Q3 		$359K Buy
55,454
+11,382
+26% +$80K 0.04% 379
2020
Q2 		$311K Buy
44,072
+2,524
+6% +$17.3K 0.04% 379
2020
Q1 		$309K Sell
41,548
-864
-2% -$10.1K 0.06% 329
2019
Q4 		$584K Buy
42,412
+4,103
+11% +$54.8K 0.08% 276
2019
Q3 		$502K Buy
38,309
+2,915
+8% +$39.7K 0.08% 273
2019
Q2 		$496K Buy
35,394
+4,206
+13% +$56.6K 0.08% 265
2019
Q1 		$407K Buy
31,188
+6,365
+26% +$82.1K 0.08% 257
2018
Q4 		$310K Sell
24,823
-247
-1% -$2.99K 0.07% 278
2018
Q3 		$327K Buy
25,070
+2,389
+11% +$32.4K 0.07% 285
2018
Q2 		$299K Buy
22,681
+4,586
+25% +$66.3K 0.07% 295
2018
Q1 		$288K Buy
18,095
+4,280
+31% +$68.8K 0.07% 264
2017
Q4 		$220K Buy
+13,815
New +$222K 0.07% 228

Other funds holding EDF

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
MAG
M3 Advisory Group Needham Heights, Massachusetts $193M AUM 33.74% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Dynamic Advisor Solutions's EDF Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Virtus Stone Harbor Emerging Markets Income Fund (EDF) stake by 2.6% in Q2 2026, selling an estimated $12.9K and leaving 92,964 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #675.

Dynamic Advisor Solutions first reported a position in EDF in Q4 2017 and has held it in 34 quarters since. The position peaked at $704K in Q1 2022. 12 funds tracked by Wall St. Rank hold EDF as of Q2 2026.

  • Dynamic Advisor Solutions held 92,964 shares of Virtus Stone Harbor Emerging Markets Income Fund worth $519K as of Q2 2026.
  • Dynamic Advisor Solutions sold 2,444 Virtus Stone Harbor Emerging Markets Income Fund shares in Q2 2026, an estimated $12.9K.
  • Virtus Stone Harbor Emerging Markets Income Fund made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #675 holding.
  • Dynamic Advisor Solutions first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q4 2017 and has held it in 34 quarters since.
  • Dynamic Advisor Solutions's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $704K in Q1 2022.
  • 12 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.