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Independent Financial Group’s Emcor EME Stock Holding History

Independent Financial Group’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 		$1.34M Buy
1,614
+75
+5% +$63.4K 0.03% 582
2026
Q1 		$1.14M Sell
1,539
-1,399
-48% -$1.02M 0.03% 582
2025
Q4 		$1.8M Buy
2,938
+1,538
+110% +$996K 0.04% 419
2025
Q3 		$909K Sell
1,400
-856
-38% -$519K 0.02% 625
2025
Q2 		$1.21M Sell
2,256
-23
-1% -$10.1K 0.03% 485
2025
Q1 		$842K Buy
2,279
+1,217
+115% +$526K 0.03% 529
2024
Q4 		$482K Buy
1,062
+107
+11% +$50.6K 0.02% 706
2024
Q3 		$411K Sell
955
-67
-7% -$25.3K 0.02% 735
2024
Q2 		$373K Buy
+1,022
New +$377K 0.01% 735

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 46.21% 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 $178B AUM 37.23% 1-Year Est. Return

Independent Financial Group's EME Position: Q2 2026 in Review

Independent Financial Group increased its Emcor (EME) stake by 4.9% in Q2 2026, buying an estimated $63.4K and bringing the position to 1,614 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #582.

Independent Financial Group first reported a position in EME in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.8M in Q4 2025. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Independent Financial Group held 1,614 shares of Emcor worth $1.34M as of Q2 2026.
  • Independent Financial Group bought 75 Emcor shares in Q2 2026, an estimated $63.4K.
  • Emcor made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #582 holding.
  • Independent Financial Group first reported a position in Emcor in Q2 2024 and has held it in 9 quarters since.
  • Independent Financial Group's Emcor position peaked at $1.8M in Q4 2025.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

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