MAG
EDF

M3 Advisory Group’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

M3 Advisory 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
Q1 		$75.7K Buy
15,842
+742
+5% +$3.73K 0.05% 148
2025
Q4 		$75K Buy
15,100
+362
+2% +$1.78K 0.05% 142
2025
Q3 		$74.4K Buy
14,738
+532
+4% +$2.71K 0.05% 153
2025
Q2 		$71.7K Buy
14,206
+523
+4% +$2.54K 0.05% 149
2025
Q1 		$69.2K Sell
13,683
-2,747
-17% -$14K 0.05% 136
2024
Q4 		$77.2K Buy
16,430
+604
+4% +$3.02K 0.06% 145
2024
Q3 		$82.9K Buy
15,826
+734
+5% +$3.85K 0.06% 152
2024
Q2 		$79.5K Buy
15,092
+510
+3% +$2.75K 0.07% 130
2024
Q1 		$78.9K Buy
14,582
+382
+3% +$1.8K 0.07% 132
2023
Q4 		$61.2K Buy
+14,200
New +$58.5K 0.07% 103

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

M3 Advisory Group's EDF Position: Q1 2026 in Review

M3 Advisory Group increased its Virtus Stone Harbor Emerging Markets Income Fund (EDF) stake by 4.9% in Q1 2026, buying an estimated $3.73K and bringing the position to 15,842 shares worth $75.7K. The position accounts for 0.05% of the portfolio, ranked #148.

M3 Advisory Group first reported a position in EDF in Q4 2023 and has held it in 10 quarters since. The position peaked at $82.9K in Q3 2024. 50 funds tracked by Wall St. Rank hold EDF as of Q1 2026.

  • M3 Advisory Group held 15,842 shares of Virtus Stone Harbor Emerging Markets Income Fund worth $75.7K as of Q1 2026.
  • M3 Advisory Group bought 742 Virtus Stone Harbor Emerging Markets Income Fund shares in Q1 2026, an estimated $3.73K.
  • Virtus Stone Harbor Emerging Markets Income Fund made up 0.05% of M3 Advisory Group's portfolio in Q1 2026, its #148 holding.
  • M3 Advisory Group first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q4 2023 and has held it in 10 quarters since.
  • M3 Advisory Group's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $82.9K in Q3 2024.
  • 50 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.