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Embree Financial Group’s Eos Energy Enterprises EOSE Stock Holding History

Embree Financial Group’s Portfolio EOSE Stock Details EOSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.06K Sell
1,200
-1,200
-50% -$8.34K ﹤0.01% 289
2026
Q1 		$11.9K Sell
2,400
-5,200
-68% -$55.9K ﹤0.01% 264
2025
Q4 		$87.1K Buy
7,600
+1,900
+33% +$27.3K 0.01% 236
2025
Q3 		$64.9K Buy
+5,700
New +$39K 0.01% 227

Other funds holding EOSE

AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return
RMP
Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Embree Financial Group reduced its Eos Energy Enterprises (EOSE) stake by 27% in Q2 2026, selling an estimated $30.7K and leaving 11,690 shares worth $68.7K. The position accounts for 0.01% of the portfolio, ranked #282.

Embree Financial Group first reported a position in EOSE in Q3 2025 and has held it in 4 quarters since. The position peaked at $138K in Q4 2025. 22 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

  • Embree Financial Group held 11,690 shares of Eos Energy Enterprises worth $68.7K as of Q2 2026.
  • Embree Financial Group sold 4,410 Eos Energy Enterprises shares in Q2 2026, an estimated $30.7K.
  • Eos Energy Enterprises made up 0.01% of Embree Financial Group's portfolio in Q2 2026, its #282 holding.
  • Embree Financial Group first reported a position in Eos Energy Enterprises in Q3 2025 and has held it in 4 quarters since.
  • Embree Financial Group's Eos Energy Enterprises position peaked at $138K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

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