FFG
EMD

Forum Finance Group’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Forum Finance Group’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
Q2 		$18K Buy
1,969
+49
+3% +$518 0.01% 275
2026
Q1 		$17K Buy
+1,920
New +$20.6K 0.01% 250

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Forum Finance Group's EMD Position: Q2 2026 in Review

Forum Finance Group increased its Western Asset Emerging Markets Debt Fund (EMD) stake by 2.6% in Q2 2026, buying an estimated $518 and bringing the position to 1,969 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #275.

Forum Finance Group first reported a position in EMD in Q1 2026 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold EMD as of Q2 2026.

  • Forum Finance Group held 1,969 shares of Western Asset Emerging Markets Debt Fund worth $18K as of Q2 2026.
  • Forum Finance Group bought 49 Western Asset Emerging Markets Debt Fund shares in Q2 2026, an estimated $518.
  • Western Asset Emerging Markets Debt Fund made up 0.01% of Forum Finance Group's portfolio in Q2 2026, its #275 holding.
  • Forum Finance Group first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2026 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.