Shaker Financial Services’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $357K | Buy |
+38,135
| New | +$397K | 0.12% | 129 |
|
|
2026
Q1 | – | Sell |
-167,347
| Closed | -$1.78M | – | 161 |
|
|
2025
Q4 | $1.78M | Buy |
167,347
+7,170
| +4% | +$75.5K | 0.56% | 70 |
|
|
2025
Q3 | $1.67M | Sell |
160,177
-2,744
| -2% | -$28.2K | 0.57% | 63 |
|
|
2025
Q2 | $1.66M | Sell |
162,921
-32,842
| -17% | -$313K | 0.6% | 59 |
|
|
2025
Q1 | $1.95M | Buy |
195,763
+27,878
| +17% | +$274K | 0.76% | 45 |
|
|
2024
Q4 | $1.62M | Buy |
167,885
+46,354
| +38% | +$460K | 0.62% | 52 |
|
|
2024
Q3 | $1.25M | Sell |
121,531
-25,490
| -17% | -$250K | 0.47% | 63 |
|
|
2024
Q2 | $1.38M | Buy |
147,021
+18,719
| +15% | +$174K | 0.56% | 56 |
|
|
2024
Q1 | $1.25M | Buy |
128,302
+82,523
| +180% | +$757K | 0.48% | 65 |
|
|
2023
Q4 | $422K | Sell |
45,779
-20,091
| -31% | -$172K | 0.17% | 114 |
|
|
2023
Q3 | $552K | Sell |
65,870
-81,013
| -55% | -$715K | 0.26% | 97 |
|
|
2023
Q2 | $1.27M | Buy |
146,883
+47,434
| +48% | +$411K | 0.56% | 64 |
|
|
2023
Q1 | $861K | Buy |
99,449
+58,065
| +140% | +$529K | 0.38% | 86 |
|
|
2022
Q4 | $377K | Buy |
+41,384
| New | +$354K | 0.18% | 114 |
|
|
2022
Q2 | – | Sell |
-281,080
| Closed | -$3.02M | – | 139 |
|
|
2022
Q1 | $3.02M | Buy |
281,080
+109,973
| +64% | +$1.24M | 1.14% | 26 |
|
|
2021
Q4 | $2.19M | Buy |
171,107
+117,454
| +219% | +$1.56M | 0.77% | 42 |
|
|
2021
Q3 | $730K | Buy |
53,653
+27,176
| +103% | +$378K | 0.29% | 93 |
|
|
2021
Q2 | $371K | Sell |
26,477
-19,791
| -43% | -$273K | 0.14% | 129 |
|
|
2021
Q1 | $612K | Buy |
+46,268
| New | +$625K | 0.24% | 113 |
|
|
2020
Q3 | – | Sell |
-23,873
| Closed | -$294K | – | 167 |
|
|
2020
Q2 | $294K | Buy |
23,873
+10,373
| +77% | +$119K | 0.16% | 130 |
|
|
2020
Q1 | $142K | Buy |
+13,500
| New | +$183K | 0.1% | 144 |
|
|
2018
Q2 | – | Sell |
-23,106
| Closed | -$336K | – | 114 |
|
|
2018
Q1 | $336K | Buy |
+23,106
| New | +$349K | 0.16% | 92 |
|
|
2017
Q4 | – | Sell |
-54,940
| Closed | -$865K | – | 126 |
|
|
2017
Q3 | $865K | Buy |
54,940
+43,340
| +374% | +$677K | 0.46% | 66 |
|
|
2017
Q2 | $181K | Buy |
+11,600
| New | +$182K | 0.1% | 99 |
|
|
2015
Q2 | – | Sell |
-12,180
| Closed | -$192K | – | 124 |
|
|
2015
Q1 | $192K | Buy |
+12,180
| New | +$192K | 0.12% | 117 |
|
Other funds holding EMD
Shaker Financial Services's EMD Position: Q3 2026 in Review
Shaker Financial Services opened a new position in Western Asset Emerging Markets Debt Fund (EMD) in Q3 2026: 38,135 shares worth $357K. The stake represents 0.12% of the portfolio and ranks #129 among its holdings. This is a return to the name: Shaker Financial Services previously reported a position in EMD as recently as Q4 2025.
Shaker Financial Services first reported a position in EMD in Q1 2015 and has held it in 25 quarters since. The position peaked at $3.02M in Q1 2022. 8 funds tracked by Wall St. Rank hold EMD as of Q3 2026.
- Shaker Financial Services held 38,135 shares of Western Asset Emerging Markets Debt Fund worth $357K as of Q3 2026.
- Western Asset Emerging Markets Debt Fund was a new Shaker Financial Services position in Q3 2026.
- Western Asset Emerging Markets Debt Fund made up 0.12% of Shaker Financial Services's portfolio in Q3 2026, its #129 holding.
- Shaker Financial Services first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2015 and has held it in 25 quarters since.
- Shaker Financial Services's Western Asset Emerging Markets Debt Fund position peaked at $3.02M in Q1 2022.
- 8 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2026.
Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.