PWPS
EMD

Pinnacle Wealth Planning Services’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Pinnacle Wealth Planning Services’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 		$138K Buy
12,885
+187
+1% +$1.98K 0.01% 701
2026
Q1 		$125K Sell
12,698
-5,249
-29% -$56.3K 0.01% 682
2025
Q4 		$191K Buy
+17,947
New +$189K 0.02% 481
2024
Q4 		– Sell
-13,397
Closed -$136K – 442
2024
Q3 		$136K Sell
13,397
-4,047
-23% -$39.7K 0.02% 490
2024
Q2 		$162K Buy
17,444
+137
+0.8% +$1.27K 0.02% 443
2024
Q1 		$166K Buy
17,307
+212
+1% +$1.94K 0.02% 448
2023
Q4 		$157K Buy
17,095
+335
+2% +$2.87K 0.02% 429
2023
Q3 		$139K Buy
16,760
+389
+2% +$3.43K 0.02% 390
2023
Q2 		$141K Sell
16,371
-310
-2% -$2.69K 0.02% 408
2023
Q1 		$143K Buy
16,681
+245
+1% +$2.23K 0.02% 418
2022
Q4 		$150K Sell
16,436
-3,999
-20% -$34.2K 0.03% 383
2022
Q3 		$163K Buy
20,435
+517
+3% +$4.64K 0.03% 340
2022
Q2 		$176K Buy
19,918
+2,812
+16% +$27.1K 0.03% 358
2022
Q1 		$184K Buy
17,106
+4,233
+33% +$47.8K 0.03% 380
2021
Q4 		$165K Buy
12,873
+6
+0% +$80 0.03% 381
2021
Q3 		$175K Buy
12,867
+353
+3% +$4.91K 0.04% 338
2021
Q2 		$175K Sell
12,514
-726
-5% -$10K 0.04% 327
2021
Q1 		$175K Buy
13,240
+947
+8% +$12.8K 0.04% 310
2020
Q4 		$171K Sell
12,293
-1,000
-8% -$13.1K 0.04% 317
2020
Q3 		$164K Sell
13,293
-1,017
-7% -$13.1K 0.05% 248
2020
Q2 		$176K Buy
14,310
+1,753
+14% +$20.1K 0.06% 234
2020
Q1 		$132K Sell
12,557
-1,367
-10% -$18.6K 0.06% 207
2019
Q4 		$198K Buy
13,924
+1,364
+11% +$19.1K 0.09% 225
2019
Q3 		$174K Sell
12,560
-1,192
-9% -$16.8K 0.09% 187
2019
Q2 		$197K Buy
13,752
+173
+1% +$2.4K 0.12% 158
2019
Q1 		$186K Buy
+13,579
New +$183K 0.12% 152
2018
Q4 		– Sell
-15,011
Closed -$202K – 159
2018
Q3 		$202K Sell
15,011
-1,300
-8% -$17.5K 0.18% 162
2018
Q2 		$217K Buy
16,311
+363
+2% +$5.04K 0.21% 155
2018
Q1 		$231K Buy
15,948
+13,826
+652% +$209K 0.24% 143
2017
Q4 		$33K Buy
+2,122
New +$32.8K 0.07% 134

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Wealth Planning Services's EMD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Western Asset Emerging Markets Debt Fund (EMD) stake by 1.5% in Q2 2026, buying an estimated $1.98K and bringing the position to 12,885 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #701.

Pinnacle Wealth Planning Services first reported a position in EMD in Q4 2017 and has held it in 30 quarters since. The position peaked at $231K in Q1 2018. 98 funds tracked by Wall St. Rank hold EMD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 12,885 shares of Western Asset Emerging Markets Debt Fund worth $138K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 187 Western Asset Emerging Markets Debt Fund shares in Q2 2026, an estimated $1.98K.
  • Western Asset Emerging Markets Debt Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #701 holding.
  • Pinnacle Wealth Planning Services first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2017 and has held it in 30 quarters since.
  • Pinnacle Wealth Planning Services's Western Asset Emerging Markets Debt Fund position peaked at $231K in Q1 2018.
  • 98 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.