KAS
EDF

Kestra Advisory Services’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Kestra Advisory Services’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
Q1 		$659K Buy
137,908
+24,453
+22% +$123K ﹤0.01% 2019
2025
Q4 		$564K Sell
113,455
-48,290
-30% -$238K ﹤0.01% 2055
2025
Q3 		$817K Sell
161,745
-52,276
-24% -$266K ﹤0.01% 1726
2025
Q2 		$1.08M Buy
214,021
+48,180
+29% +$234K 0.01% 1427
2025
Q1 		$839K Sell
165,841
-55,716
-25% -$284K ﹤0.01% 1489
2024
Q4 		$1.04M Buy
221,557
+44,033
+25% +$220K 0.01% 1392
2024
Q3 		$930K Sell
177,524
-48,589
-21% -$255K 0.01% 1370
2024
Q2 		$1.19M Sell
226,113
-21,682
-9% -$117K 0.01% 1216
2024
Q1 		$1.34M Sell
247,795
-3,712
-1% -$17.5K 0.01% 1062
2023
Q4 		$1.08M Buy
+251,507
New +$1.04M 0.01% 1084

Other funds holding EDF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Kestra Advisory Services's EDF Position: Q1 2026 in Review

Kestra Advisory Services increased its Virtus Stone Harbor Emerging Markets Income Fund (EDF) stake by 22% in Q1 2026, buying an estimated $123K and bringing the position to 137,908 shares worth $659K. The position accounts for ﹤0.01% of the portfolio, ranked #2019.

Kestra Advisory Services first reported a position in EDF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.34M in Q1 2024. 50 funds tracked by Wall St. Rank hold EDF as of Q1 2026.

  • Kestra Advisory Services held 137,908 shares of Virtus Stone Harbor Emerging Markets Income Fund worth $659K as of Q1 2026.
  • Kestra Advisory Services bought 24,453 Virtus Stone Harbor Emerging Markets Income Fund shares in Q1 2026, an estimated $123K.
  • Virtus Stone Harbor Emerging Markets Income Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2019 holding.
  • Kestra Advisory Services first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q4 2023 and has held it in 10 quarters since.
  • Kestra Advisory Services's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $1.34M in Q1 2024.
  • 50 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.