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 Q2	$156K	Sell	28,039 -245	-0.9%	-$1.3K	﹤0.01%	1715
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 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 $104B AUM 28.3% 1-Year Est. Return

SFG

Stonebridge Financial Group San Rafael, California $722M AUM

Kestra Private Wealth Services's EDF Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Virtus Stone Harbor Emerging Markets Income Fund (EDF) stake by 0.87% in Q2 2026, selling an estimated $1.3K and leaving 28,039 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

Kestra Private Wealth Services first reported a position in EDF in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.27M in Q1 2021. 46 funds tracked by Wall St. Rank hold EDF as of Q2 2026.

Kestra Private Wealth Services held 28,039 shares of Virtus Stone Harbor Emerging Markets Income Fund worth $156K as of Q2 2026.
Kestra Private Wealth Services sold 245 Virtus Stone Harbor Emerging Markets Income Fund shares in Q2 2026, an estimated $1.3K.
Virtus Stone Harbor Emerging Markets Income Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1715 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 23 quarters since.
Kestra Private Wealth Services's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $1.27M in Q1 2021.
46 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.