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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

TFC Financial Management's EMR Position: Q2 2026 in Review

TFC Financial Management increased its Emerson Electric (EMR) stake by 55% in Q2 2026, buying an estimated $164K and bringing the position to 3,277 shares worth $469K. The position accounts for 0.05% of the portfolio, ranked #88.

TFC Financial Management first reported a position in EMR in Q3 2020 and has held it in 24 quarters since. 1,079 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • TFC Financial Management held 3,277 shares of Emerson Electric worth $469K as of Q2 2026.
  • TFC Financial Management bought 1,164 Emerson Electric shares in Q2 2026, an estimated $164K.
  • Emerson Electric made up 0.05% of TFC Financial Management's portfolio in Q2 2026, its #88 holding.
  • TFC Financial Management first reported a position in Emerson Electric in Q3 2020 and has held it in 24 quarters since.
  • 1,079 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.