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Poinciana Advisors Group’s Emcor EME Stock Holding History

Poinciana Advisors Group’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 		$399K Hold
481
– – 0.3% 60
2026
Q1 		$355K Hold
481
– – 0.28% 62
2025
Q4 		$294K Sell
481
-6
-1% -$3.88K 0.23% 76
2025
Q3 		$316K Sell
487
-32
-6% -$19.4K 0.27% 67
2025
Q2 		$278K Buy
+519
New +$229K 0.25% 79
2025
Q1 		– Sell
-481
Closed -$218K – 115
2024
Q4 		$218K Buy
+481
New +$228K 0.22% 84

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Poinciana Advisors Group's EME Position: Q2 2026 in Review

Poinciana Advisors Group held its Emcor (EME) position steady in Q2 2026 at 481 shares worth $399K. The position accounts for 0.3% of the portfolio, ranked #60.

Poinciana Advisors Group first reported a position in EME in Q4 2024 and has held it in 6 quarters since. 678 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Poinciana Advisors Group held 481 shares of Emcor worth $399K as of Q2 2026.
  • Poinciana Advisors Group left its Emcor share count unchanged in Q2 2026.
  • Emcor made up 0.3% of Poinciana Advisors Group's portfolio in Q2 2026, its #60 holding.
  • Poinciana Advisors Group first reported a position in Emcor in Q4 2024 and has held it in 6 quarters since.
  • 678 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.