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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Merit Financial Group's EMD Position: Q2 2026 in Review

Merit Financial Group reduced its Western Asset Emerging Markets Debt Fund (EMD) stake by 0.7% in Q2 2026, selling an estimated $3.27K and leaving 43,895 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Merit Financial Group first reported a position in EMD in Q1 2025 and has held it in 6 quarters since. The position peaked at $492K in Q4 2025. 98 funds tracked by Wall St. Rank hold EMD as of Q2 2026.

Merit Financial Group held 43,895 shares of Western Asset Emerging Markets Debt Fund worth $471K as of Q2 2026.
Merit Financial Group sold 309 Western Asset Emerging Markets Debt Fund shares in Q2 2026, an estimated $3.27K.
Western Asset Emerging Markets Debt Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1533 holding.
Merit Financial Group first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2025 and has held it in 6 quarters since.
Merit Financial Group's Western Asset Emerging Markets Debt Fund position peaked at $492K in Q4 2025.
98 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.