KFS
TEI

Kaizen Financial Strategies’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Kaizen Financial Strategies’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
2026
Q2 		$1.19M Buy
178,005
+3,499
+2% +$22.5K 0.39% 48
2026
Q1 		$1.16M Buy
174,506
+3,126
+2% +$20.6K 0.49% 36
2025
Q4 		$1.11M Buy
171,380
+7,882
+5% +$50.2K 0.49% 33
2025
Q3 		$1.03M Sell
163,498
-342
-0.2% -$2.09K 0.47% 36
2025
Q2 		$983K Buy
163,840
+48,661
+42% +$268K 0.5% 37
2025
Q1 		$620K Buy
115,179
+48,534
+73% +$261K 0.36% 50
2024
Q4 		$342K Buy
66,645
+32,117
+93% +$175K 0.19% 89
2024
Q3 		$201K Buy
34,528
+6,792
+24% +$38K 0.12% 128
2024
Q2 		$154K Buy
+27,736
New +$149K 0.1% 128

Other funds holding TEI

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
KA
Kercheville Advisors San Antonio, Texas $328M AUM 76.85% 1-Year Est. Return

Kaizen Financial Strategies's TEI Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Templeton Emerging Markets Income Fund (TEI) stake by 2% in Q2 2026, buying an estimated $22.5K and bringing the position to 178,005 shares worth $1.19M. The position accounts for 0.39% of the portfolio, ranked #48.

Kaizen Financial Strategies first reported a position in TEI in Q2 2024 and has held it in 9 quarters since. 40 funds tracked by Wall St. Rank hold TEI as of Q2 2026.

  • Kaizen Financial Strategies held 178,005 shares of Templeton Emerging Markets Income Fund worth $1.19M as of Q2 2026.
  • Kaizen Financial Strategies bought 3,499 Templeton Emerging Markets Income Fund shares in Q2 2026, an estimated $22.5K.
  • Templeton Emerging Markets Income Fund made up 0.39% of Kaizen Financial Strategies's portfolio in Q2 2026, its #48 holding.
  • Kaizen Financial Strategies first reported a position in Templeton Emerging Markets Income Fund in Q2 2024 and has held it in 9 quarters since.
  • 40 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.