Samalin Investment Counsel’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Samalin Investment Counsel’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	$489K	Buy	45,527 +1,167	+3%	+$12.3K	0.15%	160
2026 Q1	$436K	Sell	44,360 -320	-0.7%	-$3.43K	0.15%	186
2025 Q4	$475K	Buy	44,680 +1,433	+3%	+$15.1K	0.17%	173
2025 Q3	$446K	Buy	43,247 +1,129	+3%	+$11.6K	0.15%	189
2025 Q2	$423K	Sell	42,118 -857	-2%	-$8.16K	0.16%	195
2025 Q1	$425K	Buy	42,975 +729	+2%	+$7.17K	0.17%	183
2024 Q4	$406K	Buy	42,246 +1,124	+3%	+$11.2K	0.17%	187
2024 Q3	$419K	Sell	41,122 -255	-0.6%	-$2.5K	0.18%	187
2024 Q2	$385K	Sell	41,377 -427	-1%	-$3.97K	0.18%	190
2024 Q1	$402K	Buy	41,804 +3,285	+9%	+$30.1K	0.19%	179
2023 Q4	$355K	Sell	38,519 -17,685	-31%	-$151K	0.18%	193
2023 Q3	$466K	Sell	56,204 -13,151	-19%	-$116K	0.27%	114
2023 Q2	$598K	Sell	69,355 -11,388	-14%	-$98.7K	0.32%	88
2023 Q1	$694K	Sell	80,743 -8,647	-10%	-$78.8K	0.42%	62
2022 Q4	$814K	Buy	89,390 +12,113	+16%	+$104K	0.51%	54
2022 Q3	$617K	Buy	77,277 +32,332	+72%	+$290K	0.45%	58
2022 Q2	$397K	Sell	44,945 -1,487	-3%	-$14.3K	0.28%	113
2022 Q1	$498K	Sell	46,432 -6,459	-12%	-$72.9K	0.3%	96
2021 Q4	$677K	Sell	52,891 -1,456	-3%	-$19.3K	0.41%	66
2021 Q3	$739K	Sell	54,347 -790	-1%	-$11K	0.48%	53
2021 Q2	$772K	Sell	55,137 -1,274	-2%	-$17.6K	0.5%	50
2021 Q1	$745K	Buy	56,411 +588	+1%	+$7.94K	0.5%	51
2020 Q4	$776K	Sell	55,823 -716	-1%	-$9.41K	0.58%	39
2020 Q3	$697K	Buy	56,539 +4,458	+9%	+$57.3K	0.62%	37
2020 Q2	$641K	Sell	52,081 -2,572	-5%	-$29.6K	0.67%	36
2020 Q1	$575K	Buy	54,653 +471	+0.9%	+$6.39K	0.77%	36
2019 Q4	$773K	Buy	+54,182	New	+$757K	0.65%	34

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

Samalin Investment Counsel's EMD Position: Q2 2026 in Review

Samalin Investment Counsel increased its Western Asset Emerging Markets Debt Fund (EMD) stake by 2.6% in Q2 2026, buying an estimated $12.3K and bringing the position to 45,527 shares worth $489K. The position accounts for 0.15% of the portfolio, ranked #160.

Samalin Investment Counsel first reported a position in EMD in Q4 2019 and has held it in 27 quarters since. The position peaked at $814K in Q4 2022. 98 funds tracked by Wall St. Rank hold EMD as of Q2 2026.

Samalin Investment Counsel held 45,527 shares of Western Asset Emerging Markets Debt Fund worth $489K as of Q2 2026.
Samalin Investment Counsel bought 1,167 Western Asset Emerging Markets Debt Fund shares in Q2 2026, an estimated $12.3K.
Western Asset Emerging Markets Debt Fund made up 0.15% of Samalin Investment Counsel's portfolio in Q2 2026, its #160 holding.
Samalin Investment Counsel first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2019 and has held it in 27 quarters since.
Samalin Investment Counsel's Western Asset Emerging Markets Debt Fund position peaked at $814K in Q4 2022.
98 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.