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Compass Financial Management’s Emcor EME Stock Holding History

Compass Financial Management’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
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
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Compass Financial Management's EME Position: Q2 2026 in Review

Compass Financial Management 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.

1,168 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Compass Financial Management held 552 shares of Emcor worth $453K as of Q2 2026.
  • Emcor was a new Compass Financial Management position in Q2 2026.
  • Emcor made up 0.05% of Compass Financial Management's portfolio in Q2 2026, its #289 holding.
  • 1,168 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.