KPWS
EDF

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

Kestra Private Wealth 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 		$135K Buy
28,284
+702
+3% +$3.53K ﹤0.01% 1674
2025
Q4 		$137K Buy
27,582
+4,342
+19% +$21.4K ﹤0.01% 1632
2025
Q3 		$117K Buy
23,240
+4,253
+22% +$21.6K ﹤0.01% 1599
2025
Q2 		$95.9K Sell
18,987
-3,005
-14% -$14.6K ﹤0.01% 1553
2025
Q1 		$111K Buy
21,992
+5,470
+33% +$27.9K ﹤0.01% 1448
2024
Q4 		$77.7K Buy
16,522
+2,385
+17% +$11.9K ﹤0.01% 1370
2024
Q3 		$74.1K Buy
14,137
+421
+3% +$2.21K ﹤0.01% 1322
2024
Q2 		$72.3K Sell
13,716
-208
-1% -$1.12K ﹤0.01% 1299
2024
Q1 		$75.3K Buy
13,924
+219
+2% +$1.03K ﹤0.01% 1250
2023
Q4 		$59.1K Buy
13,705
+346
+3% +$1.43K ﹤0.01% 1163
2023
Q3 		$59K Sell
13,359
-1,185
-8% -$5.45K ﹤0.01% 1112
2023
Q2 		$65.6K Sell
14,544
-2,182
-13% -$9.35K ﹤0.01% 1030
2023
Q1 		$76.4K Buy
+16,726
New +$81.1K ﹤0.01% 991
2022
Q4 		– Sell
-10,062
Closed -$37K – 923
2022
Q3 		$37K Sell
10,062
-8,354
-45% -$37.2K ﹤0.01% 871
2022
Q2 		$81K Sell
18,416
-21,157
-53% -$116K ﹤0.01% 862
2022
Q1 		$258K Sell
39,573
-80,273
-67% -$504K 0.01% 794
2021
Q4 		$798K Sell
119,846
-17,094
-12% -$121K 0.04% 447
2021
Q3 		$1.02M Buy
136,940
+3,709
+3% +$30.9K 0.06% 344
2021
Q2 		$1.14M Sell
133,231
-17,624
-12% -$150K 0.07% 302
2021
Q1 		$1.27M Buy
150,855
+2,986
+2% +$25.3K 0.09% 247
2020
Q4 		$1.19M Buy
147,869
+82,277
+125% +$587K 0.09% 237
2020
Q3 		$425K Buy
+65,592
New +$461K 0.04% 416

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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Kestra Private Wealth Services's EDF Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Virtus Stone Harbor Emerging Markets Income Fund (EDF) stake by 2.5% in Q1 2026, buying an estimated $3.53K and bringing the position to 28,284 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Kestra Private Wealth Services first reported a position in EDF in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.27M in Q1 2021. 50 funds tracked by Wall St. Rank hold EDF as of Q1 2026.

  • Kestra Private Wealth Services held 28,284 shares of Virtus Stone Harbor Emerging Markets Income Fund worth $135K as of Q1 2026.
  • Kestra Private Wealth Services bought 702 Virtus Stone Harbor Emerging Markets Income Fund shares in Q1 2026, an estimated $3.53K.
  • Virtus Stone Harbor Emerging Markets Income Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1674 holding.
  • Kestra Private Wealth Services first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q3 2020 and has held it in 22 quarters since.
  • Kestra Private Wealth Services's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $1.27M in Q1 2021.
  • 50 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.