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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Embree Financial Group's EMR Position: Q2 2026 in Review

Embree Financial Group increased its Emerson Electric (EMR) stake by 8.4% in Q2 2026, buying an estimated $26.2K and bringing the position to 2,389 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #207.

Embree Financial Group first reported a position in EMR in Q2 2025 and has held it in 5 quarters since. 413 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Embree Financial Group held 2,389 shares of Emerson Electric worth $342K as of Q2 2026.
  • Embree Financial Group bought 186 Emerson Electric shares in Q2 2026, an estimated $26.2K.
  • Emerson Electric made up 0.03% of Embree Financial Group's portfolio in Q2 2026, its #207 holding.
  • Embree Financial Group first reported a position in Emerson Electric in Q2 2025 and has held it in 5 quarters since.
  • 413 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.