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SVB Wealth’s Emcor EME Stock Holding History

SVB Wealth’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 		$305K Sell
367
-77
-17% -$65.1K 0.02% 327
2026
Q1 		$328K Buy
444
+47
+12% +$34.2K 0.02% 314
2025
Q4 		$243K Buy
397
+8
+2% +$5.18K 0.01% 360
2025
Q3 		$253K Hold
389
– – 0.01% 377
2025
Q2 		$208K Sell
389
-29
-7% -$12.8K 0.01% 406
2025
Q1 		$155K Buy
+418
New +$181K 0.01% 340
2018
Q4 		– Sell
-11,749
Closed -$882K – 414
2018
Q3 		$882K Sell
11,749
-391
-3% -$30.2K 0.03% 266
2018
Q2 		$925K Sell
12,140
-4,502
-27% -$349K 0.04% 257
2018
Q1 		$1.3M Sell
16,642
-352
-2% -$27.9K 0.05% 225
2017
Q4 		$1.39M Buy
16,994
+94
+0.6% +$7.28K 0.05% 214
2017
Q3 		$1.17M Sell
16,900
-861
-5% -$57K 0.05% 238
2017
Q2 		$1.16M Sell
17,761
-590
-3% -$38K 0.05% 237
2017
Q1 		$1.16M Sell
18,351
-3,204
-15% -$213K 0.05% 230
2016
Q4 		$1.52M Sell
21,555
-1,252
-5% -$82K 0.06% 206
2016
Q3 		$1.36M Buy
+22,807
New +$1.26M 0.06% 223

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

SVB Wealth's EME Position: Q2 2026 in Review

SVB Wealth reduced its Emcor (EME) stake by 17% in Q2 2026, selling an estimated $65.1K and leaving 367 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #327.

SVB Wealth first reported a position in EME in Q3 2016 and has held it in 15 quarters since. The position peaked at $1.52M in Q4 2016. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • SVB Wealth held 367 shares of Emcor worth $305K as of Q2 2026.
  • SVB Wealth sold 77 Emcor shares in Q2 2026, an estimated $65.1K.
  • Emcor made up 0.02% of SVB Wealth's portfolio in Q2 2026, its #327 holding.
  • SVB Wealth first reported a position in Emcor in Q3 2016 and has held it in 15 quarters since.
  • SVB Wealth's Emcor position peaked at $1.52M in Q4 2016.
  • 1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.