SFS
TEI

Sunrise Financial Services’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Sunrise Financial Services’s Portfolio TEI Stock Details TEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$256 Sell
38
-208
-85% -$1.33K ﹤0.01% 568
2026
Q1 		$1.48K Buy
+246
New +$1.62K ﹤0.01% 450

Other funds holding TEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Sunrise Financial Services's TEI Position: Q2 2026 in Review

Sunrise Financial Services reduced its Templeton Emerging Markets Income Fund (TEI) stake by 85% in Q2 2026, selling an estimated $1.33K and leaving 38 shares worth $256. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Sunrise Financial Services first reported a position in TEI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.48K in Q1 2026. 104 funds tracked by Wall St. Rank hold TEI as of Q2 2026.

  • Sunrise Financial Services held 38 shares of Templeton Emerging Markets Income Fund worth $256 as of Q2 2026.
  • Sunrise Financial Services sold 208 Templeton Emerging Markets Income Fund shares in Q2 2026, an estimated $1.33K.
  • Templeton Emerging Markets Income Fund made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #568 holding.
  • Sunrise Financial Services first reported a position in Templeton Emerging Markets Income Fund in Q1 2026 and has held it in 2 quarters since.
  • Sunrise Financial Services's Templeton Emerging Markets Income Fund position peaked at $1.48K in Q1 2026.
  • 104 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q2 2026.

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