Root Financial Partners
EME icon

Root Financial Partners’s Emcor EME Stock Holding History

Root Financial Partners’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 		$321K Buy
425
+2
+0.5% +$1.54K 0.01% 306
2026
Q2 		$351K Buy
423
+60
+17% +$50.8K 0.01% 255
2026
Q1 		$268K Buy
363
+207
+133% +$151K 0.01% 276
2025
Q4 		$95.4K Sell
156
-15
-9% -$9.7K ﹤0.01% 480
2025
Q3 		$111K Buy
+171
New +$104K 0.01% 415

Other funds holding EME

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Close Asset Management
Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Root Financial Partners's EME Position: Q3 2026 in Review

Root Financial Partners increased its Emcor (EME) stake by 0.47% in Q3 2026, buying an estimated $1.54K and bringing the position to 425 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #306.

Root Financial Partners first reported a position in EME in Q3 2025 and has held it in 5 quarters since. The position peaked at $351K in Q2 2026. 454 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • Root Financial Partners held 425 shares of Emcor worth $321K as of Q3 2026.
  • Root Financial Partners bought 2 Emcor shares in Q3 2026, an estimated $1.54K.
  • Emcor made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #306 holding.
  • Root Financial Partners first reported a position in Emcor in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Emcor position peaked at $351K in Q2 2026.
  • 454 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.