EDF — VIRTUS STONE HARBOR EMERGING
As of Q2 2026, 4 SEC-registered investment managers reported holding EDF (VIRTUS STONE HARBOR EMERGING) in their latest 13F filings, with a combined reported value of $6.33M across 1.13M shares. That is +5.2% by share count (+56.56K shares) versus the previous quarter, while reported value moved +22.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
EDF is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 1.03M | $5.76M | 0.00% | Add |
| Invesco Ltd history | Q2 2026 | 49.92K | $278.57K | 0.00% | Add |
| Millennium Management history | Q4 2021 | 34.61K | $231.00K | 0.00% | New |
| Wells Fargo & Co history | Q2 2026 | 27.45K | $153.20K | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 24.23K | $135.23K | 0.00% | Add |
| Citadel Advisors history | Q4 2025 | 13.66K | $67.88K | 0.00% | New |
| Bank of America Corp history | Q4 2025 | 4.98K | $24.77K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | Q1 2025 | 2.34K | $11.85K | 0.00% | New |
| JPMorgan Chase & Co history | Q2 2024 | 1 | $5 | 0.00% | New |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 219.92K | 802.88K | 950.90K | 961.24K | 1.04M | 1.14M | 1.15M | 1.16M | 1.15M | 620.71K | 826.06K | 1.04M | 1.06M | 1.01M | 1.36M | 806.25K | 844.00K | 921.40K | 1.01M | 1.03M |
| Invesco Ltd | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 23.54K | 49.92K |
| Wells Fargo & Co | 2.82K | 472 | 883 | 895 | 895 | 894 | 1.59K | 2.10K | 5.16K | 1.39K | 22.28K | 2 | — | — | 2.42K | 2.65K | 5.91K | 9.11K | 31.81K | 27.45K |
| UBS Group AG | 39.41K | 39.10K | 35.06K | 25.73K | 23.04K | 24.73K | 23.09K | 28.47K | 32.23K | 55.13K | 62.13K | 40.41K | 37.52K | 59.75K | 22.06K | 21.55K | 20.72K | 16.99K | 16.21K | 24.23K |
| Citadel Advisors | — | — | — | — | — | — | — | — | — | — | — | — | — | 19.90K | — | — | — | 13.66K | — | — |
| Bank of America Corp | 64.71K | 58.15K | 62.98K | 39.98K | 38.38K | — | 2.52K | 3.52K | 2.52K | 4.98K | 4.98K | 4.98K | 6.71K | 4.98K | 4.98K | 4.98K | 4.98K | 4.98K | — | — |
| Fidelity Management & Research (FMR) | 1 | — | — | — | — | — | — | — | — | — | — | — | — | — | 2.34K | — | — | — | — | — |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | — | 1 | — | — | — | — | — | — | — | — |
| Millennium Management | — | 34.61K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details