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Cooper Financial Group’s Emcor EME Stock Holding History

Cooper Financial Group’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 		$523K Buy
693
+57
+9% +$43.9K 0.04% 254
2026
Q2 		$528K Sell
636
-82
-11% -$69.4K 0.04% 258
2026
Q1 		$530K Sell
718
-60
-8% -$43.7K 0.05% 244
2025
Q4 		$476K Sell
778
-829
-52% -$537K 0.05% 245
2025
Q3 		$1.04M Buy
1,607
+3
+0.2% +$1.82K 0.12% 135
2025
Q2 		$858K Sell
1,604
-137
-8% -$60.5K 0.1% 161
2025
Q1 		$644K Buy
1,741
+68
+4% +$29.4K 0.08% 204
2024
Q4 		$759K Buy
1,673
+305
+22% +$144K 0.09% 181
2024
Q3 		$589K Buy
1,368
+40
+3% +$15.1K 0.08% 222
2024
Q2 		$485K Buy
1,328
+47
+4% +$17.3K 0.07% 225
2024
Q1 		$449K Sell
1,281
-5
-0.4% -$1.34K 0.07% 234
2023
Q4 		$277K Buy
+1,286
New +$270K 0.05% 281

Other funds holding EME

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return

Cooper Financial Group's EME Position: Q3 2026 in Review

Cooper Financial Group increased its Emcor (EME) stake by 9% in Q3 2026, buying an estimated $43.9K and bringing the position to 693 shares worth $523K. The position accounts for 0.04% of the portfolio, ranked #254.

Cooper Financial Group first reported a position in EME in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.04M in Q3 2025. 36 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • Cooper Financial Group held 693 shares of Emcor worth $523K as of Q3 2026.
  • Cooper Financial Group bought 57 Emcor shares in Q3 2026, an estimated $43.9K.
  • Emcor made up 0.04% of Cooper Financial Group's portfolio in Q3 2026, its #254 holding.
  • Cooper Financial Group first reported a position in Emcor in Q4 2023 and has held it in 12 quarters since.
  • Cooper Financial Group's Emcor position peaked at $1.04M in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.