SYM Financial Corp’s Emcor EME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$422K Buy
559
+103
+23% +$79.4K 0.03% 197
2026
Q2
$378K Buy
456
+36
+9% +$30.5K 0.03% 201
2026
Q1
$310K Buy
420
+53
+14% +$38.6K 0.03% 216
2025
Q4
$225K Buy
367
+33
+10% +$21.4K 0.02% 295
2025
Q3
$217K Sell
334
-138
-29% -$83.7K 0.02% 298
2025
Q2
$252K Buy
+472
New +$208K 0.03% 254
2025
Q1
– Sell
-505
Closed -$229K – 364
2024
Q4
$229K Buy
+505
New +$239K 0.03% 206

Other funds holding EME

SYM Financial Corp's EME Position: Q3 2026 in Review

SYM Financial Corp increased its Emcor (EME) stake by 23% in Q3 2026, buying an estimated $79.4K and bringing the position to 559 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #197.

SYM Financial Corp first reported a position in EME in Q4 2024 and has held it in 7 quarters since. 465 funds tracked by Wall St. Rank hold EME as of Q3 2026.

  • SYM Financial Corp held 559 shares of Emcor worth $422K as of Q3 2026.
  • SYM Financial Corp bought 103 Emcor shares in Q3 2026, an estimated $79.4K.
  • Emcor made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #197 holding.
  • SYM Financial Corp first reported a position in Emcor in Q4 2024 and has held it in 7 quarters since.
  • 465 funds tracked by Wall St. Rank held Emcor as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.