Root Financial Partners’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Root Financial Partners’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	$7.65K	Buy	+779	New	+$8.35K	﹤0.01%	1785

Other funds holding EMD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Root Financial Partners's EMD Position: Q1 2026 in Review

Root Financial Partners opened a new position in Western Asset Emerging Markets Debt Fund (EMD) in Q1 2026: 779 shares worth $7.65K. The stake represents ﹤0.01% of the portfolio and ranks #1785 among its holdings.

101 funds tracked by Wall St. Rank hold EMD as of Q1 2026.

Root Financial Partners held 779 shares of Western Asset Emerging Markets Debt Fund worth $7.65K as of Q1 2026.
Western Asset Emerging Markets Debt Fund was a new Root Financial Partners position in Q1 2026.
Western Asset Emerging Markets Debt Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1785 holding.
101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.