EFG
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Elm3 Financial Group’s Emcor EME Stock Holding History

Elm3 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 		$353K Sell
468
-18
-4% -$13.9K 0.24% 108
2026
Q2 		$403K Buy
486
+88
+22% +$74.4K 0.28% 82
2026
Q1 		$294K Buy
+398
New +$290K 0.25% 92
2025
Q4 		– Sell
-466
Closed -$303K – 115
2025
Q3 		$303K Buy
+466
New +$283K 0.25% 88

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
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
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elm3 Financial Group's EME Position: Q3 2026 in Review

Elm3 Financial Group reduced its Emcor (EME) stake by 3.7% in Q3 2026, selling an estimated $13.9K and leaving 468 shares worth $353K. The position accounts for 0.24% of the portfolio, ranked #108.

Elm3 Financial Group first reported a position in EME in Q3 2025 and has held it in 4 quarters since. The position peaked at $403K in Q2 2026. 30 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • Elm3 Financial Group held 468 shares of Emcor worth $353K as of Q3 2026.
  • Elm3 Financial Group sold 18 Emcor shares in Q3 2026, an estimated $13.9K.
  • Emcor made up 0.24% of Elm3 Financial Group's portfolio in Q3 2026, its #108 holding.
  • Elm3 Financial Group first reported a position in Emcor in Q3 2025 and has held it in 4 quarters since.
  • Elm3 Financial Group's Emcor position peaked at $403K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.