Embree Financial Group
EMR icon

Embree Financial Group’s Emerson Electric EMR Stock Holding History

Embree Financial Group’s Portfolio EMR Stock Details EMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$379K Buy
2,441
+52
+2% +$7.82K 0.04% 195
2026
Q2 		$342K Buy
2,389
+186
+8% +$26.2K 0.03% 207
2026
Q1 		$289K Buy
2,203
+278
+14% +$40K 0.03% 209
2025
Q4 		$256K Buy
1,925
+123
+7% +$16.3K 0.03% 206
2025
Q3 		$236K Buy
1,802
+127
+8% +$17.3K 0.03% 203
2025
Q2 		$223K Buy
+1,675
New +$192K 0.03% 202

Other funds holding EMR

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Embree Financial Group's EMR Position: Q3 2026 in Review

Embree Financial Group increased its Emerson Electric (EMR) stake by 2.2% in Q3 2026, buying an estimated $7.82K and bringing the position to 2,441 shares worth $379K. The position accounts for 0.04% of the portfolio, ranked #195.

Embree Financial Group first reported a position in EMR in Q2 2025 and has held it in 6 quarters since. 717 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Embree Financial Group held 2,441 shares of Emerson Electric worth $379K as of Q3 2026.
  • Embree Financial Group bought 52 Emerson Electric shares in Q3 2026, an estimated $7.82K.
  • Emerson Electric made up 0.04% of Embree Financial Group's portfolio in Q3 2026, its #195 holding.
  • Embree Financial Group first reported a position in Emerson Electric in Q2 2025 and has held it in 6 quarters since.
  • 717 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Embree Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.