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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
Q2 		$252K Sell
304
-18
-6% -$15.2K 0.06% 113
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 $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

Keystone Financial Services (Colorado)'s EME Position: Q2 2026 in Review

Keystone Financial Services (Colorado) reduced its Emcor (EME) stake by 5.6% in Q2 2026, selling an estimated $15.2K and leaving 304 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #113.

Keystone Financial Services (Colorado) first reported a position in EME in Q3 2025 and has held it in 3 quarters since. 1,249 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Keystone Financial Services (Colorado) held 304 shares of Emcor worth $252K as of Q2 2026.
  • Keystone Financial Services (Colorado) sold 18 Emcor shares in Q2 2026, an estimated $15.2K.
  • Emcor made up 0.06% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #113 holding.
  • Keystone Financial Services (Colorado) first reported a position in Emcor in Q3 2025 and has held it in 3 quarters since.
  • 1,249 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.