MA
EMD

Mutual Advisors’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Mutual Advisors’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 		$835K Buy
85,053
+1,210
+1% +$13K 0.02% 667
2025
Q4 		$891K Buy
83,843
+2,832
+3% +$29.8K 0.02% 618
2025
Q3 		$853K Buy
81,011
+6,130
+8% +$62.9K 0.02% 637
2025
Q2 		$757K Buy
74,881
+3,568
+5% +$34K 0.02% 611
2025
Q1 		$667K Buy
71,313
+4,944
+7% +$48.6K 0.02% 596
2024
Q4 		$646K Buy
66,369
+839
+1% +$8.33K 0.02% 615
2024
Q3 		$646K Buy
65,530
+981
+2% +$9.61K 0.02% 621
2024
Q2 		$621K Sell
64,549
-2,319
-3% -$21.6K 0.02% 631
2024
Q1 		$643K Buy
66,868
+1,487
+2% +$13.6K 0.02% 612
2023
Q4 		$602K Sell
65,381
-9,511
-13% -$81.5K 0.02% 609
2023
Q3 		$622K Sell
74,892
-7,056
-9% -$62.2K 0.02% 563
2023
Q2 		$706K Buy
81,948
+2,612
+3% +$22.6K 0.03% 537
2023
Q1 		$681K Buy
79,336
+24,850
+46% +$227K 0.03% 534
2022
Q4 		$496K Buy
54,486
+15,916
+41% +$136K 0.02% 590
2022
Q3 		$308K Buy
38,570
+26,381
+216% +$237K 0.02% 707
2022
Q2 		$108K Sell
12,189
-6,752
-36% -$65K 0.01% 805
2022
Q1 		$203K Buy
18,941
+5,116
+37% +$57.7K 0.01% 824
2021
Q4 		$177K Buy
13,825
+10
+0.1% +$133 0.01% 860
2021
Q3 		$188K Sell
13,815
-1,421
-9% -$19.8K 0.01% 839
2021
Q2 		$213K Buy
15,236
+1,228
+9% +$16.9K 0.01% 772
2021
Q1 		$185K Buy
+14,008
New +$189K 0.01% 741

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

Mutual Advisors's EMD Position: Q1 2026 in Review

Mutual Advisors increased its Western Asset Emerging Markets Debt Fund (EMD) stake by 1.4% in Q1 2026, buying an estimated $13K and bringing the position to 85,053 shares worth $835K. The position accounts for 0.02% of the portfolio, ranked #667.

Mutual Advisors first reported a position in EMD in Q1 2021 and has held it in 21 quarters since. The position peaked at $891K in Q4 2025. 101 funds tracked by Wall St. Rank hold EMD as of Q1 2026.

  • Mutual Advisors held 85,053 shares of Western Asset Emerging Markets Debt Fund worth $835K as of Q1 2026.
  • Mutual Advisors bought 1,210 Western Asset Emerging Markets Debt Fund shares in Q1 2026, an estimated $13K.
  • Western Asset Emerging Markets Debt Fund made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #667 holding.
  • Mutual Advisors first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2021 and has held it in 21 quarters since.
  • Mutual Advisors's Western Asset Emerging Markets Debt Fund position peaked at $891K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.