Jones Financial Companies
EME icon

Jones Financial Companies’s Emcor EME Stock Holding History

Jones Financial Companies’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 		$39.6M Buy
49,614
+3,733
+8% +$3.16M 0.02% 470
2026
Q1 		$33.6M Buy
45,881
+42,569
+1,285% +$31M 0.02% 448
2025
Q4 		$2.03M Buy
3,312
+1,427
+76% +$924K ﹤0.01% 945
2025
Q3 		$1.21M Buy
1,885
+728
+63% +$442K ﹤0.01% 1063
2025
Q2 		$614K Sell
1,157
-369
-24% -$163K ﹤0.01% 1193
2025
Q1 		$566K Buy
1,526
+1,018
+200% +$440K ﹤0.01% 1079
2024
Q4 		$231K Buy
508
+408
+408% +$193K ﹤0.01% 1292
2024
Q3 		$42.8K Buy
100
+68
+213% +$25.7K ﹤0.01% 1701
2024
Q2 		$11.7K Buy
32
+20
+167% +$7.38K ﹤0.01% 1714
2024
Q1 		$4.2K Hold
12
– – ﹤0.01% 1185
2023
Q4 		$2.58K Buy
+12
New +$2.52K ﹤0.01% 875

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

Jones Financial Companies's EME Position: Q2 2026 in Review

Jones Financial Companies increased its Emcor (EME) stake by 8.1% in Q2 2026, buying an estimated $3.16M and bringing the position to 49,614 shares worth $39.6M. The position accounts for 0.02% of the portfolio, ranked #470.

Jones Financial Companies first reported a position in EME in Q4 2023 and has held it in 11 quarters since. 1,240 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Jones Financial Companies held 49,614 shares of Emcor worth $39.6M as of Q2 2026.
  • Jones Financial Companies bought 3,733 Emcor shares in Q2 2026, an estimated $3.16M.
  • Emcor made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #470 holding.
  • Jones Financial Companies first reported a position in Emcor in Q4 2023 and has held it in 11 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.