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
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 $1.66T 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

Summit Financial's EMD Position: Q1 2026 in Review

Summit Financial reduced its Western Asset Emerging Markets Debt Fund (EMD) stake by 11% in Q1 2026, selling an estimated $133K and leaving 97,692 shares worth $959K. The position accounts for 0.01% of the portfolio, ranked #786.

Summit Financial first reported a position in EMD in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q4 2025. 101 funds tracked by Wall St. Rank hold EMD as of Q1 2026.

  • Summit Financial held 97,692 shares of Western Asset Emerging Markets Debt Fund worth $959K as of Q1 2026.
  • Summit Financial sold 12,441 Western Asset Emerging Markets Debt Fund shares in Q1 2026, an estimated $133K.
  • Western Asset Emerging Markets Debt Fund made up 0.01% of Summit Financial's portfolio in Q1 2026, its #786 holding.
  • Summit Financial first reported a position in Western Asset Emerging Markets Debt Fund in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Western Asset Emerging Markets Debt Fund position peaked at $1.17M in Q4 2025.
  • 101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.