Balance Wealth
EME icon

Balance Wealth’s Emcor EME Stock Holding History

Balance Wealth’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
Q3 		$178K Buy
+237
New +$183K 0.04% 174

Other funds holding EME

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Balance Wealth's EME Position: Q3 2026 in Review

Balance Wealth opened a new position in Emcor (EME) in Q3 2026: 237 shares worth $178K. The stake represents 0.04% of the portfolio and ranks #174 among its holdings.

671 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • Balance Wealth held 237 shares of Emcor worth $178K as of Q3 2026.
  • Emcor was a new Balance Wealth position in Q3 2026.
  • Emcor made up 0.04% of Balance Wealth's portfolio in Q3 2026, its #174 holding.
  • 671 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.