MFG
EMD

Merit Financial Group’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Merit Financial Group’s Portfolio EMD Stock Details EMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$434K Sell
44,204
-2,115
-5% -$22.7K ﹤0.01% 1448
2025
Q4 		$492K Sell
46,319
-257
-0.6% -$2.71K ﹤0.01% 1315
2025
Q3 		$481K Sell
46,576
-83
-0.2% -$851 ﹤0.01% 1210
2025
Q2 		$469K Buy
46,659
+20,903
+81% +$199K 0.01% 1132
2025
Q1 		$255K Buy
+25,756
New +$253K ﹤0.01% 1187

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Merit Financial Group's EMD Position: Q1 2026 in Review

Merit Financial Group reduced its Western Asset Emerging Markets Debt Fund (EMD) stake by 4.6% in Q1 2026, selling an estimated $22.7K and leaving 44,204 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Merit Financial Group first reported a position in EMD in Q1 2025 and has held it in 5 quarters since. The position peaked at $492K in Q4 2025. 101 funds tracked by Wall St. Rank hold EMD as of Q1 2026.

  • Merit Financial Group held 44,204 shares of Western Asset Emerging Markets Debt Fund worth $434K as of Q1 2026.
  • Merit Financial Group sold 2,115 Western Asset Emerging Markets Debt Fund shares in Q1 2026, an estimated $22.7K.
  • Western Asset Emerging Markets Debt Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q1 2026, its #1448 holding.
  • Merit Financial Group first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2025 and has held it in 5 quarters since.
  • Merit Financial Group's Western Asset Emerging Markets Debt Fund position peaked at $492K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.