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Boyer Financial Services’s Emcor EME Stock Holding History

Boyer Financial 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
Q1 		– Sell
-572
Closed -$365K – 47
2025
Q4 		$365K Buy
+572
New +$370K 0.39% 33

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boyer Financial Services's EME Position: Q1 2026 in Review

Boyer Financial Services sold out of Emcor (EME) in Q1 2026, closing a stake of 572 shares — an estimated $365K sold.

Boyer Financial Services first reported a position in EME in Q4 2025 and held it in 1 quarter. The position peaked at $365K in Q4 2025. 1,161 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Boyer Financial Services reported no remaining Emcor position as of Q1 2026 after selling out during the quarter.
  • Boyer Financial Services sold 572 Emcor shares in Q1 2026, an estimated $365K.
  • Boyer Financial Services first reported a position in Emcor in Q4 2025 and held it in 1 quarter.
  • Boyer Financial Services's Emcor position peaked at $365K in Q4 2025.
  • 1,161 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Boyer Financial Services's 13F filing for Q1 2026, filed 10 Apr 2026.