Symphony Financial’s Emcor EME Stock Holding History

Symphony 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	$363K	Buy	439 +32	+8%	+$27.1K	0.04%	237
2026 Q1	$300K	Buy	+407	New	+$296K	0.04%	233

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Symphony Financial's EME Position: Q2 2026 in Review

Symphony Financial increased its Emcor (EME) stake by 7.9% in Q2 2026, buying an estimated $27.1K and bringing the position to 439 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #237.

Symphony Financial first reported a position in EME in Q1 2026 and has held it in 2 quarters since. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Symphony Financial held 439 shares of Emcor worth $363K as of Q2 2026.
Symphony Financial bought 32 Emcor shares in Q2 2026, an estimated $27.1K.
Emcor made up 0.04% of Symphony Financial's portfolio in Q2 2026, its #237 holding.
Symphony Financial first reported a position in Emcor in Q1 2026 and has held it in 2 quarters since.
1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

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