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Equibles

Kaizen Financial Strategies

Position in TEI — Templeton Emerging Markets Income Fund

CIK 1842013 CAMPBELL, CA
Back to TEI Full portfolio

Position in TEI

as of Sep 30, 2026 · filed Oct 9, 2026
Position Value
$1,144,853
-$54,900 QoQ
Shares Held
186,155
+4.6% QoQ
Ownership
0.394%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1
of 8 holders
Holding Since
Jun 2024
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TEI Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Sep 30, 2026

Kaizen Financial Strategies holds $6,328,683 across 8 Asset Management names. TEI ranks #2 (18.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 21,490 $2,408,814
2 TEI
Templeton Emerging Markets Income Fund
This page 		186,155 $1,144,853
3 EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
 132,501 $696,955
4 VCTR
Victory Capital Holdings, Inc.
 6,010 $664,706
5 PDI
PIMCO Dynamic Income Fund
 38,901 $545,781
6 AWF
Alliancebernstein Global High Income Fund Inc
 53,406 $519,640
7 NMZ
Nuveen Municipal High Income Opportunity Fund
 38,832 $347,934
8 STT
State Street Corp
 16,095 $0

All Filings in TEI

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10 filing rows on record
Report Date Value (USD) Shares
2026-09-30 $1,144,853 186,155
2026-06-30 $1,199,753 178,005
2026-03-31 $1,048,781 174,506
2025-12-31 $1,105,401 171,380
2025-09-30 $1,013,687 163,498
2025-06-30 $983,040 163,840
2025-03-31 $619,663 115,179
2024-12-31 $341,888 66,645
2024-09-30 $201,298 34,528
2024-06-30 $147,832 27,736