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BFC Planning, Inc.’s Emcor EME Stock Holding History

BFC Planning, Inc.’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 		$1.62M Buy
1,954
+217
+12% +$184K 0.07% 284
2026
Q1 		$1.28M Sell
1,737
-492
-22% -$358K 0.06% 315
2025
Q4 		$1.36M Buy
2,229
+26
+1% +$16.8K 0.06% 296
2025
Q3 		$1.43M Sell
2,203
-15
-0.7% -$9.1K 0.1% 179
2025
Q2 		$1.19M Buy
2,218
+6
+0.3% +$2.65K 0.09% 197
2025
Q1 		$818K Buy
2,212
+107
+5% +$46.3K 0.07% 242
2024
Q4 		$956K Buy
+2,105
New +$996K 0.08% 212

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

BFC Planning, Inc.'s EME Position: Q2 2026 in Review

BFC Planning, Inc. increased its Emcor (EME) stake by 12% in Q2 2026, buying an estimated $184K and bringing the position to 1,954 shares worth $1.62M. The position accounts for 0.07% of the portfolio, ranked #284.

BFC Planning, Inc. first reported a position in EME in Q4 2024 and has held it in 7 quarters since. 1,256 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • BFC Planning, Inc. held 1,954 shares of Emcor worth $1.62M as of Q2 2026.
  • BFC Planning, Inc. bought 217 Emcor shares in Q2 2026, an estimated $184K.
  • Emcor made up 0.07% of BFC Planning, Inc.'s portfolio in Q2 2026, its #284 holding.
  • BFC Planning, Inc. first reported a position in Emcor in Q4 2024 and has held it in 7 quarters since.
  • 1,256 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.