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
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 $1.66T 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

Pinnacle Wealth Planning Services's EMD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Western Asset Emerging Markets Debt Fund (EMD) stake by 29% in Q1 2026, selling an estimated $56.3K and leaving 12,698 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #682.

Pinnacle Wealth Planning Services first reported a position in EMD in Q4 2017 and has held it in 29 quarters since. The position peaked at $231K in Q1 2018. 101 funds tracked by Wall St. Rank hold EMD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 12,698 shares of Western Asset Emerging Markets Debt Fund worth $125K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 5,249 Western Asset Emerging Markets Debt Fund shares in Q1 2026, an estimated $56.3K.
  • Western Asset Emerging Markets Debt Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #682 holding.
  • Pinnacle Wealth Planning Services first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2017 and has held it in 29 quarters since.
  • Pinnacle Wealth Planning Services's Western Asset Emerging Markets Debt Fund position peaked at $231K in Q1 2018.
  • 101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.