KFS
EME icon

Kaizen Financial Strategies’s Emcor EME Stock Holding History

Kaizen Financial Strategies’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 		$308K Sell
383
-30
-7% -$25.4K 0.1% 136
2026
Q1 		$327K Buy
413
+20
+5% +$14.6K 0.14% 117
2025
Q4 		$240K Buy
+393
New +$254K 0.11% 142

Other funds holding EME

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Kaizen Financial Strategies's EME Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Emcor (EME) stake by 7.3% in Q2 2026, selling an estimated $25.4K and leaving 383 shares worth $308K. The position accounts for 0.1% of the portfolio, ranked #136.

Kaizen Financial Strategies first reported a position in EME in Q4 2025 and has held it in 3 quarters since. The position peaked at $327K in Q1 2026. 464 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Kaizen Financial Strategies held 383 shares of Emcor worth $308K as of Q2 2026.
  • Kaizen Financial Strategies sold 30 Emcor shares in Q2 2026, an estimated $25.4K.
  • Emcor made up 0.1% of Kaizen Financial Strategies's portfolio in Q2 2026, its #136 holding.
  • Kaizen Financial Strategies first reported a position in Emcor in Q4 2025 and has held it in 3 quarters since.
  • Kaizen Financial Strategies's Emcor position peaked at $327K in Q1 2026.
  • 464 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.