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Keystone Financial Services (Colorado)’s Emcor EME Stock Holding History

Keystone Financial Services (Colorado)’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
Q1 		$238K Buy
+322
New +$234K 0.07% 109
2025
Q4 		– Sell
-327
Closed -$212K – 128
2025
Q3 		$212K Buy
+327
New +$198K 0.07% 119

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Keystone Financial Services (Colorado)'s EME Position: Q1 2026 in Review

Keystone Financial Services (Colorado) opened a new position in Emcor (EME) in Q1 2026: 322 shares worth $238K. The stake represents 0.07% of the portfolio and ranks #109 among its holdings. This is a return to the name: Keystone Financial Services (Colorado) previously reported a position in EME as recently as Q3 2025.

Keystone Financial Services (Colorado) first reported a position in EME in Q3 2025 and has held it in 2 quarters since. 1,157 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • Keystone Financial Services (Colorado) held 322 shares of Emcor worth $238K as of Q1 2026.
  • Emcor was a new Keystone Financial Services (Colorado) position in Q1 2026.
  • Emcor made up 0.07% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #109 holding.
  • Keystone Financial Services (Colorado) first reported a position in Emcor in Q3 2025 and has held it in 2 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.