EFS
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Essex Financial Services’s Emcor EME Stock Holding History

Essex Financial Services’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
Q2 		$349K Sell
421
-10
-2% -$8.46K 0.02% 600
2026
Q1 		$318K Sell
431
-35
-8% -$25.5K 0.02% 592
2025
Q4 		$285K Buy
466
+118
+34% +$76.4K 0.02% 619
2025
Q3 		$226K Buy
+348
New +$211K 0.01% 675

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Essex Financial Services's EME Position: Q2 2026 in Review

Essex Financial Services reduced its Emcor (EME) stake by 2.3% in Q2 2026, selling an estimated $8.46K and leaving 421 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #600.

Essex Financial Services first reported a position in EME in Q3 2025 and has held it in 4 quarters since. 891 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Essex Financial Services held 421 shares of Emcor worth $349K as of Q2 2026.
  • Essex Financial Services sold 10 Emcor shares in Q2 2026, an estimated $8.46K.
  • Emcor made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #600 holding.
  • Essex Financial Services first reported a position in Emcor in Q3 2025 and has held it in 4 quarters since.
  • 891 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.