Independent Financial Group’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Independent Financial Group’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	$83.1K	Hold	14,900	–	–	﹤0.01%	1524
2026 Q1	$71.2K	Sell	14,900 -3,000	-17%	-$15.1K	﹤0.01%	1429
2025 Q4	$89K	Hold	17,900	–	–	﹤0.01%	1385
2025 Q3	$90.4K	Hold	17,900	–	–	﹤0.01%	1337
2025 Q2	$90.4K	Hold	17,900	–	–	﹤0.01%	1269
2025 Q1	$90.6K	Hold	17,900	–	–	﹤0.01%	1150
2024 Q4	$84.1K	Hold	17,900	–	–	﹤0.01%	1139
2024 Q3	$93.8K	Hold	17,900	–	–	﹤0.01%	1108
2024 Q2	$94.3K	Hold	17,900	–	–	﹤0.01%	1057
2024 Q1	$96.8K	Hold	17,900	–	–	﹤0.01%	985
2023 Q4	$77.1K	Hold	17,900	–	–	﹤0.01%	929
2023 Q3	$79.1K	Hold	17,900	–	–	0.01%	874
2023 Q2	$80.7K	Buy	+17,900	New	+$76.7K	0.01%	857

Other funds holding EDF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SFG

Stonebridge Financial Group San Rafael, California $722M AUM

Independent Financial Group's EDF Position: Q2 2026 in Review

Independent Financial Group held its Virtus Stone Harbor Emerging Markets Income Fund (EDF) position steady in Q2 2026 at 14,900 shares worth $83.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Independent Financial Group first reported a position in EDF in Q2 2023 and has held it in 13 quarters since. The position peaked at $96.8K in Q1 2024. 46 funds tracked by Wall St. Rank hold EDF as of Q2 2026.

Independent Financial Group held 14,900 shares of Virtus Stone Harbor Emerging Markets Income Fund worth $83.1K as of Q2 2026.
Independent Financial Group left its Virtus Stone Harbor Emerging Markets Income Fund share count unchanged in Q2 2026.
Virtus Stone Harbor Emerging Markets Income Fund made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1524 holding.
Independent Financial Group first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q2 2023 and has held it in 13 quarters since.
Independent Financial Group's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $96.8K in Q1 2024.
46 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.