SF
EMD

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

Summit Financial’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 		$1.02M Sell
94,816
-2,876
-3% -$30.4K 0.01% 837
2026
Q1 		$959K Sell
97,692
-12,441
-11% -$133K 0.01% 786
2025
Q4 		$1.17M Buy
110,133
+2,782
+3% +$29.3K 0.02% 612
2025
Q3 		$1.11M Buy
+107,351
New +$1.1M 0.02% 621

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Summit Financial's EMD Position: Q2 2026 in Review

Summit Financial reduced its Western Asset Emerging Markets Debt Fund (EMD) stake by 2.9% in Q2 2026, selling an estimated $30.4K and leaving 94,816 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #837.

Summit Financial first reported a position in EMD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.17M in Q4 2025. 98 funds tracked by Wall St. Rank hold EMD as of Q2 2026.

  • Summit Financial held 94,816 shares of Western Asset Emerging Markets Debt Fund worth $1.02M as of Q2 2026.
  • Summit Financial sold 2,876 Western Asset Emerging Markets Debt Fund shares in Q2 2026, an estimated $30.4K.
  • Western Asset Emerging Markets Debt Fund made up 0.01% of Summit Financial's portfolio in Q2 2026, its #837 holding.
  • Summit Financial first reported a position in Western Asset Emerging Markets Debt Fund in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Western Asset Emerging Markets Debt Fund position peaked at $1.17M in Q4 2025.
  • 98 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.