Stifel Financial
MSD

Stifel Financial’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Stifel Financial’s Portfolio MSD Stock Details MSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$671K Sell
95,644
-3,884
-4% -$29.4K ﹤0.01% 2683
2025
Q4 		$736K Buy
99,528
+87,285
+713% +$642K ﹤0.01% 2632
2025
Q3 		$90.2K Buy
12,243
+62
+0.5% +$466 ﹤0.01% 3455
2025
Q2 		$94.2K Buy
12,181
+73
+0.6% +$557 ﹤0.01% 3368
2025
Q1 		$97.5K Buy
12,108
+353
+3% +$2.84K ﹤0.01% 3299
2024
Q4 		$90.5K Buy
+11,755
New +$90.6K ﹤0.01% 3256
2022
Q2 		– Sell
-310,484
Closed -$2.42M – 3418
2022
Q1 		$2.42M Sell
310,484
-10,656
-3% -$88.4K ﹤0.01% 1486
2021
Q4 		$2.89M Sell
321,140
-1,176
-0.4% -$10.7K ﹤0.01% 1380
2021
Q3 		$2.94M Buy
322,316
+18,347
+6% +$174K ﹤0.01% 1321
2021
Q2 		$2.84M Buy
303,969
+34,939
+13% +$321K ﹤0.01% 1372
2021
Q1 		$2.41M Buy
269,030
+9,056
+3% +$82.6K ﹤0.01% 1410
2020
Q4 		$2.41M Sell
259,974
-17,947
-6% -$158K ﹤0.01% 1279
2020
Q3 		$2.33M Sell
277,921
-3,217
-1% -$27.8K ﹤0.01% 1136
2020
Q2 		$2.39M Sell
281,138
-2,400
-0.8% -$19.4K 0.01% 1061
2020
Q1 		$2.17M Buy
283,538
+56,918
+25% +$523K 0.01% 1006
2019
Q4 		$2.19M Buy
226,620
+85,102
+60% +$805K ﹤0.01% 1279
2019
Q3 		$1.3M Buy
141,518
+20,468
+17% +$192K ﹤0.01% 1584
2019
Q2 		$1.13M Buy
121,050
+59,885
+98% +$547K ﹤0.01% 1723
2019
Q1 		$549K Buy
61,165
+45,320
+286% +$402K ﹤0.01% 2011
2018
Q4 		$130K Sell
15,845
-9,893
-38% -$83.3K ﹤0.01% 2530
2018
Q3 		$223K Hold
25,738
– – ﹤0.01% 2523
2018
Q2 		$225K Hold
25,738
– – ﹤0.01% 2483
2018
Q1 		$241K Sell
25,738
-11,936
-32% -$116K ﹤0.01% 2369
2017
Q4 		$377K Sell
37,674
-551
-1% -$5.51K ﹤0.01% 2079
2017
Q3 		$386K Buy
38,225
+6,482
+20% +$65.4K ﹤0.01% 2038
2017
Q2 		$314K Buy
31,743
+11,567
+57% +$114K ﹤0.01% 2107
2017
Q1 		$188K Buy
+20,176
New +$189K ﹤0.01% 2341

Other funds holding MSD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stifel Financial's MSD Position: Q1 2026 in Review

Stifel Financial reduced its Morgan Stanley Emerging Markets Debt Fund (MSD) stake by 3.9% in Q1 2026, selling an estimated $29.4K and leaving 95,644 shares worth $671K. The position accounts for ﹤0.01% of the portfolio, ranked #2683.

Stifel Financial first reported a position in MSD in Q1 2017 and has held it in 27 quarters since. The position peaked at $2.94M in Q3 2021. 58 funds tracked by Wall St. Rank hold MSD as of Q1 2026.

  • Stifel Financial held 95,644 shares of Morgan Stanley Emerging Markets Debt Fund worth $671K as of Q1 2026.
  • Stifel Financial sold 3,884 Morgan Stanley Emerging Markets Debt Fund shares in Q1 2026, an estimated $29.4K.
  • Morgan Stanley Emerging Markets Debt Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2683 holding.
  • Stifel Financial first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q1 2017 and has held it in 27 quarters since.
  • Stifel Financial's Morgan Stanley Emerging Markets Debt Fund position peaked at $2.94M in Q3 2021.
  • 58 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q1 2026.

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