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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SYM Financial Corp's EME Position: Q1 2026 in Review

SYM Financial Corp increased its Emcor (EME) stake by 14% in Q1 2026, buying an estimated $38.6K and bringing the position to 420 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #216.

SYM Financial Corp first reported a position in EME in Q4 2024 and has held it in 5 quarters since. 1,158 funds tracked by Wall St. Rank hold EME as of Q1 2026.

  • SYM Financial Corp held 420 shares of Emcor worth $310K as of Q1 2026.
  • SYM Financial Corp bought 53 Emcor shares in Q1 2026, an estimated $38.6K.
  • Emcor made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #216 holding.
  • SYM Financial Corp first reported a position in Emcor in Q4 2024 and has held it in 5 quarters since.
  • 1,158 funds tracked by Wall St. Rank held Emcor as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.