SFS
EMD

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

Sowell 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 		$247K Hold
25,175
– – 0.01% 920
2025
Q4 		$268K Sell
25,175
-297
-1% -$3.13K 0.01% 873
2025
Q3 		$263K Buy
25,472
+8
+0% +$82 0.01% 867
2025
Q2 		$256K Buy
25,464
+8
+0% +$76 0.01% 865
2025
Q1 		$252K Buy
25,456
+5
+0% +$49 0.01% 840
2024
Q4 		$245K Buy
25,451
+1,189
+5% +$11.8K 0.01% 487
2024
Q3 		$249K Sell
24,262
-2,700
-10% -$26.5K 0.01% 516
2024
Q2 		$253K Sell
26,962
-475
-2% -$4.42K 0.01% 503
2024
Q1 		$266K Sell
27,437
-900
-3% -$8.25K 0.01% 519
2023
Q4 		$261K Hold
28,337
– – 0.01% 503
2023
Q3 		$238K Hold
28,337
– – 0.01% 483
2023
Q2 		$246K Hold
28,337
– – 0.01% 529
2023
Q1 		$243K Hold
28,337
– – 0.02% 635
2022
Q4 		$258K Sell
28,337
-2,100
-7% -$18K 0.02% 499
2022
Q3 		$245K Sell
30,437
-276
-0.9% -$2.48K 0.02% 385
2022
Q2 		$274K Buy
+30,713
New +$296K 0.03% 265
2022
Q1 		– Sell
-38,048
Closed -$487K – 247
2021
Q4 		$487K Buy
38,048
+792
+2% +$10.5K 0.03% 438
2021
Q3 		$507K Buy
37,256
+5,715
+18% +$79.4K 0.03% 390
2021
Q2 		$442K Buy
31,541
+494
+2% +$6.81K 0.03% 437
2021
Q1 		$427K Buy
31,047
+30,504
+5,618% +$412K 0.01% 714
2020
Q4 		$8K Sell
543
-6
-1% -$79 ﹤0.01% 2103
2020
Q3 		$7K Buy
549
+17
+3% +$218 ﹤0.01% 1901
2020
Q2 		$7K Buy
532
+7
+1% +$80 ﹤0.01% 1793
2020
Q1 		$6K Buy
525
+277
+112% +$3.76K ﹤0.01% 1757
2019
Q4 		$4K Sell
248
-5
-2% -$70 ﹤0.01% 1960
2019
Q3 		$4K Buy
+253
New +$3.56K ﹤0.01% 1825

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

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

Sowell Financial Services held its Western Asset Emerging Markets Debt Fund (EMD) position steady in Q1 2026 at 25,175 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #920.

Sowell Financial Services first reported a position in EMD in Q3 2019 and has held it in 26 quarters since. The position peaked at $507K in Q3 2021. 101 funds tracked by Wall St. Rank hold EMD as of Q1 2026.

  • Sowell Financial Services held 25,175 shares of Western Asset Emerging Markets Debt Fund worth $247K as of Q1 2026.
  • Sowell Financial Services left its Western Asset Emerging Markets Debt Fund share count unchanged in Q1 2026.
  • Western Asset Emerging Markets Debt Fund made up 0.01% of Sowell Financial Services's portfolio in Q1 2026, its #920 holding.
  • Sowell Financial Services first reported a position in Western Asset Emerging Markets Debt Fund in Q3 2019 and has held it in 26 quarters since.
  • Sowell Financial Services's Western Asset Emerging Markets Debt Fund position peaked at $507K in Q3 2021.
  • 101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.