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Summit Financial’s Emcor EME Stock Holding History

Summit Financial’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 		$647K Buy
780
+484
+164% +$409K 0.01% 1000
2026
Q1 		$219K Buy
+296
New +$215K ﹤0.01% 1317
2025
Q1 		– Sell
-495
Closed -$225K – 717
2024
Q4 		$225K Buy
+495
New +$234K 0.01% 597

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

Summit Financial's EME Position: Q2 2026 in Review

Summit Financial increased its Emcor (EME) stake by 164% in Q2 2026, buying an estimated $409K and bringing the position to 780 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #1000.

Summit Financial first reported a position in EME in Q4 2024 and has held it in 3 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • Summit Financial held 780 shares of Emcor worth $647K as of Q2 2026.
  • Summit Financial bought 484 Emcor shares in Q2 2026, an estimated $409K.
  • Emcor made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1000 holding.
  • Summit Financial first reported a position in Emcor in Q4 2024 and has held it in 3 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.