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Allegiance Financial Group Advisory Services’s Emcor EME Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio EME Stock Details EME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$315K Sell
379
-69
-15% -$58.4K 0.05% 137
2026
Q1 		$331K Buy
+448
New +$326K 0.07% 126
2025
Q1 		– Sell
-488
Closed -$222K – 144
2024
Q4 		$222K Buy
+488
New +$231K 0.07% 92

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Allegiance Financial Group Advisory Services's EME Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services reduced its Emcor (EME) stake by 15% in Q2 2026, selling an estimated $58.4K and leaving 379 shares worth $315K. The position accounts for 0.05% of the portfolio, ranked #137.

Allegiance Financial Group Advisory Services first reported a position in EME in Q4 2024 and has held it in 3 quarters since. The position peaked at $331K in Q1 2026. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 379 shares of Emcor worth $315K as of Q2 2026.
  • Allegiance Financial Group Advisory Services sold 69 Emcor shares in Q2 2026, an estimated $58.4K.
  • Emcor made up 0.05% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #137 holding.
  • Allegiance Financial Group Advisory Services first reported a position in Emcor in Q4 2024 and has held it in 3 quarters since.
  • Allegiance Financial Group Advisory Services's Emcor position peaked at $331K in Q1 2026.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.