AIFS
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A&I Financial Services’s Embecta EMBC Stock Holding History

A&I Financial Services’s Portfolio EMBC Stock Details EMBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-62,363
Closed -$551K – 77
2026
Q1 		$551K Sell
62,363
-1,179
-2% -$12.3K 0.26% 52
2025
Q4 		$755K Buy
63,542
+1,556
+3% +$20.5K 0.36% 33
2025
Q3 		$912K Buy
+61,986
New +$784K 0.45% 29

Other funds holding EMBC

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

A&I Financial Services's EMBC Position: Q2 2026 in Review

A&I Financial Services sold out of Embecta (EMBC) in Q2 2026, closing a stake of 62,363 shares — an estimated $551K sold.

A&I Financial Services first reported a position in EMBC in Q3 2025 and held it in 3 quarters. The position peaked at $912K in Q3 2025. 35 funds tracked by Wall St. Rank hold EMBC as of Q2 2026.

  • A&I Financial Services reported no remaining Embecta position as of Q2 2026 after selling out during the quarter.
  • A&I Financial Services sold 62,363 Embecta shares in Q2 2026, an estimated $551K.
  • A&I Financial Services first reported a position in Embecta in Q3 2025 and held it in 3 quarters.
  • A&I Financial Services's Embecta position peaked at $912K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Embecta as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.