Merit Financial Group
EMD icon

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
Q3 		$406K Sell
43,429
-466
-1% -$4.85K ﹤0.01% 1705
2026
Q2 		$471K Sell
43,895
-309
-0.7% -$3.27K ﹤0.01% 1533
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Rareview Capital
Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Ariadne Wealth Management
Ariadne Wealth Management Santa Barbara, California $228M AUM 35.44% 1-Year Est. Return
Gould Asset Management
Gould Asset Management Claremont, California $616M AUM 8.13% 1-Year Est. Return

Merit Financial Group's EMD Position: Q3 2026 in Review

Merit Financial Group reduced its Western Asset Emerging Markets Debt Fund (EMD) stake by 1.1% in Q3 2026, selling an estimated $4.85K and leaving 43,429 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

Merit Financial Group first reported a position in EMD in Q1 2025 and has held it in 7 quarters since. The position peaked at $492K in Q4 2025. 52 funds tracked by Wall St. Rank hold EMD as of Q3 2026.

  • Merit Financial Group held 43,429 shares of Western Asset Emerging Markets Debt Fund worth $406K as of Q3 2026.
  • Merit Financial Group sold 466 Western Asset Emerging Markets Debt Fund shares in Q3 2026, an estimated $4.85K.
  • Western Asset Emerging Markets Debt Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1705 holding.
  • Merit Financial Group first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2025 and has held it in 7 quarters since.
  • Merit Financial Group's Western Asset Emerging Markets Debt Fund position peaked at $492K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.