CFML
EME icon

COMPASS FINANCIAL MANAGEMENT LLC’s Emcor EME Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$453K Buy
+552
New +$467K 0.05% 289

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's EME Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Emcor (EME) in Q2 2026: 552 shares worth $453K. The stake represents 0.05% of the portfolio and ranks #289 among its holdings.

888 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 552 shares of Emcor worth $453K as of Q2 2026.
  • Emcor was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Emcor made up 0.05% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #289 holding.
  • 888 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.