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SYM Financial Corp’s Emcor EME Stock Holding History

SYM Financial Corp’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 		$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

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

SYM Financial Corp's EME Position: Q2 2026 in Review

SYM Financial Corp increased its Emcor (EME) stake by 8.6% in Q2 2026, buying an estimated $30.5K and bringing the position to 456 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #201.

SYM Financial Corp first reported a position in EME in Q4 2024 and has held it in 6 quarters since. 1,249 funds tracked by Wall St. Rank hold EME as of Q2 2026.

  • SYM Financial Corp held 456 shares of Emcor worth $378K as of Q2 2026.
  • SYM Financial Corp bought 36 Emcor shares in Q2 2026, an estimated $30.5K.
  • Emcor made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #201 holding.
  • SYM Financial Corp first reported a position in Emcor in Q4 2024 and has held it in 6 quarters since.
  • 1,249 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.