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Fi3 Financial Advisors’s Emcor EME Stock Holding History

Fi3 Financial Advisors’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
Q1 		$379K Buy
514
+181
+54% +$132K 0.11% 106
2025
Q4 		$204K Buy
+333
New +$216K 0.06% 184

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fi3 Financial Advisors's EME Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Emcor (EME) stake by 54% in Q1 2026, buying an estimated $132K and bringing the position to 514 shares worth $379K. The position accounts for 0.11% of the portfolio, ranked #106.

Fi3 Financial Advisors first reported a position in EME in Q4 2025 and has held it in 2 quarters since. 1,158 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Fi3 Financial Advisors held 514 shares of Emcor worth $379K as of Q1 2026.
  • Fi3 Financial Advisors bought 181 Emcor shares in Q1 2026, an estimated $132K.
  • Emcor made up 0.11% of Fi3 Financial Advisors's portfolio in Q1 2026, its #106 holding.
  • Fi3 Financial Advisors first reported a position in Emcor in Q4 2025 and has held it in 2 quarters since.
  • 1,158 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.