Kestra Advisory Services
EME icon

Kestra Advisory Services’s Emcor EME Stock Holding History

Kestra Advisory Services’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
Q3 		$4.97M Buy
6,592
+2,642
+67% +$2.04M 0.01% 900
2026
Q2 		$3.28M Sell
3,950
-112
-3% -$94.7K 0.01% 1067
2026
Q1 		$3M Sell
4,062
-1,147
-22% -$835K 0.01% 1061
2025
Q4 		$3.19M Buy
5,209
+925
+22% +$599K 0.01% 964
2025
Q3 		$2.78M Sell
4,284
-425
-9% -$258K 0.01% 975
2025
Q2 		$2.52M Sell
4,709
-848
-15% -$374K 0.01% 963
2025
Q1 		$2.05M Buy
5,557
+1,799
+48% +$778K 0.01% 973
2024
Q4 		$1.71M Buy
3,758
+217
+6% +$103K 0.01% 1090
2024
Q3 		$1.52M Buy
3,541
+1,525
+76% +$576K 0.01% 1103
2024
Q2 		$736K Buy
2,016
+569
+39% +$210K ﹤0.01% 1509
2024
Q1 		$507K Buy
1,447
+8
+0.6% +$2.15K ﹤0.01% 1661
2023
Q4 		$310K Buy
1,439
+88
+7% +$18.5K ﹤0.01% 1826
2023
Q3 		$284K Sell
1,351
-10
-0.7% -$2.09K ﹤0.01% 1691
2023
Q2 		$251K Sell
1,361
-2
-0.1% -$335 ﹤0.01% 1755
2023
Q1 		$222K Sell
1,363
-1,913
-58% -$294K ﹤0.01% 1768
2022
Q4 		$485K Buy
+3,276
New +$465K ﹤0.01% 1429

Other funds holding EME

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Kestra Advisory Services's EME Position: Q3 2026 in Review

Kestra Advisory Services increased its Emcor (EME) stake by 67% in Q3 2026, buying an estimated $2.04M and bringing the position to 6,592 shares worth $4.97M. The position accounts for 0.01% of the portfolio, ranked #900.

Kestra Advisory Services first reported a position in EME in Q4 2022 and has held it in 16 quarters since. 659 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • Kestra Advisory Services held 6,592 shares of Emcor worth $4.97M as of Q3 2026.
  • Kestra Advisory Services bought 2,642 Emcor shares in Q3 2026, an estimated $2.04M.
  • Emcor made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #900 holding.
  • Kestra Advisory Services first reported a position in Emcor in Q4 2022 and has held it in 16 quarters since.
  • 659 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.