MCM
EDF

MAI Capital Management’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

MAI Capital Management’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 		– Sell
-1,000
Closed -$4.97K – 5057
2025
Q4 		$4.97K Buy
+1,000
New +$4.92K ﹤0.01% 3124
2025
Q1 		– Sell
-1,000
Closed -$4.7K – 3481
2024
Q4 		$4.7K Buy
+1,000
New +$5K ﹤0.01% 2796

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

MAI Capital Management's EDF Position: Q1 2026 in Review

MAI Capital Management sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q1 2026, closing a stake of 1,000 shares — an estimated $4.97K sold.

MAI Capital Management first reported a position in EDF in Q4 2024 and held it in 2 quarters. The position peaked at $4.97K in Q4 2025. 50 funds tracked by Wall St. Rank hold EDF as of Q1 2026.

  • MAI Capital Management reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q1 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,000 Virtus Stone Harbor Emerging Markets Income Fund shares in Q1 2026, an estimated $4.97K.
  • MAI Capital Management first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q4 2024 and held it in 2 quarters.
  • MAI Capital Management's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $4.97K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.