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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$90.5K Buy
16,219
+377
+2% +$2K 0.05% 155
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

M3 Advisory Group's EDF Position: Q2 2026 in Review

M3 Advisory Group increased its Virtus Stone Harbor Emerging Markets Income Fund (EDF) stake by 2.4% in Q2 2026, buying an estimated $2K and bringing the position to 16,219 shares worth $90.5K. The position accounts for 0.05% of the portfolio, ranked #155.

M3 Advisory Group first reported a position in EDF in Q4 2023 and has held it in 11 quarters since. 46 funds tracked by Wall St. Rank hold EDF as of Q2 2026.

  • M3 Advisory Group held 16,219 shares of Virtus Stone Harbor Emerging Markets Income Fund worth $90.5K as of Q2 2026.
  • M3 Advisory Group bought 377 Virtus Stone Harbor Emerging Markets Income Fund shares in Q2 2026, an estimated $2K.
  • Virtus Stone Harbor Emerging Markets Income Fund made up 0.05% of M3 Advisory Group's portfolio in Q2 2026, its #155 holding.
  • M3 Advisory Group first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q4 2023 and has held it in 11 quarters since.
  • 46 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.