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RFG - Bristol Wealth Advisors’s Emerson Electric EMR Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio EMR Stock Details EMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$215K Buy
+1,389
New +$209K 0.05% 162
2025
Q4 		– Sell
-1,556
Closed -$204K – 177
2025
Q3 		$204K Buy
1,556
+4
+0.3% +$545 0.06% 171
2025
Q2 		$207K Sell
1,552
-448
-22% -$51.4K 0.06% 168
2025
Q1 		$219K Buy
2,000
+6
+0.3% +$723 0.07% 156
2024
Q4 		$247K Buy
+1,994
New +$242K 0.08% 136

Other funds holding EMR

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

RFG - Bristol Wealth Advisors's EMR Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors opened a new position in Emerson Electric (EMR) in Q3 2026: 1,389 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #162 among its holdings. This is a return to the name: RFG - Bristol Wealth Advisors previously reported a position in EMR as recently as Q3 2025.

RFG - Bristol Wealth Advisors first reported a position in EMR in Q4 2024 and has held it in 5 quarters since. The position peaked at $247K in Q4 2024. 121 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • RFG - Bristol Wealth Advisors held 1,389 shares of Emerson Electric worth $215K as of Q3 2026.
  • Emerson Electric was a new RFG - Bristol Wealth Advisors position in Q3 2026.
  • Emerson Electric made up 0.05% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #162 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Emerson Electric in Q4 2024 and has held it in 5 quarters since.
  • RFG - Bristol Wealth Advisors's Emerson Electric position peaked at $247K in Q4 2024.
  • 121 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.