TFC Financial Management
EMR icon

TFC Financial Management’s Emerson Electric EMR Stock Holding History

TFC Financial Management’s Portfolio EMR Stock Details EMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$508K Hold
3,277
– – 0.06% 80
2026
Q2 		$469K Buy
3,277
+1,164
+55% +$164K 0.05% 88
2026
Q1 		$277K Hold
2,113
– – 0.03% 109
2025
Q4 		$280K Buy
2,113
+402
+23% +$53.3K 0.04% 112
2025
Q3 		$224K Hold
1,711
– – 0.03% 123
2025
Q2 		$228K Hold
1,711
– – 0.03% 118
2025
Q1 		$188K Buy
1,711
+1
+0.1% +$121 0.03% 123
2024
Q4 		$212K Hold
1,710
– – 0.03% 122
2024
Q3 		$187K Sell
1,710
-3
-0.2% -$323 0.03% 131
2024
Q2 		$189K Hold
1,713
– – 0.03% 125
2024
Q1 		$194K Buy
1,713
+3
+0.2% +$308 0.03% 119
2023
Q4 		$166K Sell
1,710
-5
-0.3% -$458 0.03% 128
2023
Q3 		$166K Hold
1,715
– – 0.04% 125
2023
Q2 		$155K Buy
1,715
+7
+0.4% +$589 0.04% 132
2023
Q1 		$149K Buy
1,708
+9
+0.5% +$787 0.04% 130
2022
Q4 		$163K Sell
1,699
-424
-20% -$38.1K 0.05% 107
2022
Q3 		$155K Hold
2,123
– – 0.05% 106
2022
Q2 		$169K Hold
2,123
– – 0.05% 106
2022
Q1 		$208K Hold
2,123
– – 0.06% 97
2021
Q4 		$197K Hold
2,123
– – 0.06% 107
2021
Q3 		$200K Hold
2,123
– – 0.07% 99
2021
Q2 		$204K Hold
2,123
– – 0.07% 92
2021
Q1 		$192K Hold
2,123
– – 0.08% 89
2020
Q4 		$171K Hold
2,123
– – 0.07% 93
2020
Q3 		$139K Buy
+2,123
New +$140K 0.07% 92

Other funds holding EMR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

TFC Financial Management's EMR Position: Q3 2026 in Review

TFC Financial Management held its Emerson Electric (EMR) position steady in Q3 2026 at 3,277 shares worth $508K. The position accounts for 0.06% of the portfolio, ranked #80.

TFC Financial Management first reported a position in EMR in Q3 2020 and has held it in 25 quarters since. 1,647 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • TFC Financial Management held 3,277 shares of Emerson Electric worth $508K as of Q3 2026.
  • TFC Financial Management left its Emerson Electric share count unchanged in Q3 2026.
  • Emerson Electric made up 0.06% of TFC Financial Management's portfolio in Q3 2026, its #80 holding.
  • TFC Financial Management first reported a position in Emerson Electric in Q3 2020 and has held it in 25 quarters since.
  • 1,647 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

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