SFS
EMD

Shaker Financial Services’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Shaker Financial 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 		– 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% -$28.1K 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

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

Shaker Financial Services's EMD Position: Q1 2026 in Review

Shaker Financial Services sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q1 2026, closing a stake of 167,347 shares — an estimated $1.78M sold.

Shaker Financial Services first reported a position in EMD in Q1 2015 and held it in 24 quarters. The position peaked at $3.02M in Q1 2022. 101 funds tracked by Wall St. Rank hold EMD as of Q1 2026.

  • Shaker Financial Services reported no remaining Western Asset Emerging Markets Debt Fund position as of Q1 2026 after selling out during the quarter.
  • Shaker Financial Services sold 167,347 Western Asset Emerging Markets Debt Fund shares in Q1 2026, an estimated $1.78M.
  • Shaker Financial Services first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2015 and held it in 24 quarters.
  • Shaker Financial Services's Western Asset Emerging Markets Debt Fund position peaked at $3.02M in Q1 2022.
  • 101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2026.

Based on Shaker Financial Services's 13F filing for Q1 2026, filed 12 May 2026.