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EMBREX INC /NC/ hedge fund holdings

EMBX
$49.12+0.10 (+0.20%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

EMBX · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-1.8%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q4 2025220$60.3M$025Feb 14, 2026
Q1 2026286$97.8M$4.55M44May 15, 2026
Q2 20263010$42.5M$16.4M53Aug 14, 2026

Quarterly action breakdown

Q2 2026
53 filers
New position
13
$19.3M+377K sh
Increased
17
$23.2M+451K sh
Reduced
4
-$2.52M-49.2K sh
Out / sold
6
-$13.9M-271K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Van Eck Associates CorpSell 100%-$10M$00.00%Aug 14, 2026
Csenge Advisory GroupNew Buy+$5.88M$5.88M0.24%Aug 10, 2026
NewEdge Wealth, LLCNew Buy+$4.47M$4.47M0.04%Aug 10, 2026
Midland Wealth Advisors, LLCAdded 7.25%+$3.86M$57.1M2.68%Jul 24, 2026
Integras Partners LLCNew Buy+$2.78M$2.78M1.54%Jul 24, 2026
Avalon Capital ManagementAdded 30.19%+$2.53M$10.9M2.58%Jul 16, 2026
Perennial Investment Advisors, LLCReduce 40.97%-$2.3M$3.31M0.22%Aug 14, 2026
Beaumont Financial Advisors, LLCAdded 13.09%+$1.92M$16.6M1.06%Aug 4, 2026
Ferguson Shapiro LLCAdded 38.94%+$867K$3.09M0.91%Jul 9, 2026
Nations Financial Group Inc, /Ia/New Buy+$618K$618K0.03%Jul 23, 2026
Richmond Investment Services, LLCSell 100%-$543K$00.00%Jul 27, 2026
Alpine Bank Wealth ManagementNew Buy+$501K$501K0.06%Aug 7, 2026
Summit Wealth Partners, LLCAdded 158.19%+$470K$768K0.11%Aug 3, 2026
Bison Wealth, LLCNew Buy+$410K$410K0.04%Jul 7, 2026
Mills Wealth Advisors LLCNew Buy+$409K$409K0.13%Jul 7, 2026
Aptus Capital Advisors, LLCNew Buy+$307K$307K0.00%Aug 12, 2026
WESPAC Advisors SoCal, LLCAdded 4.71%+$290K$6.45M1.15%Jul 16, 2026
Greenwood Capital Associates LLCSell 100%-$252K$00.00%Jul 28, 2026
Stonebridge Financial Planning Group, LLCNew Buy+$241K$241K0.08%Jul 31, 2026
Victory Financial Group, LLCNew Buy+$221K$221K0.02%Jul 29, 2026
Balefire, LLCNew Buy+$207K$207K0.03%Jul 7, 2026
Krilogy Financial LLCAdded 4.13%+$190K$4.8M0.14%Jul 27, 2026
Condor Capital ManagementAdded 2.95%+$187K$6.55M0.49%Aug 12, 2026
NorthCrest Asset Manangement, LLCAdded 5.01%+$173K$3.62M0.09%Jul 15, 2026
TPG Advisors LLCAdded 22.67%+$140K$759K0.42%Jul 29, 2026
Kraematon Investment Advisors, IncAdded 3.38%+$136K$4.16M3.10%Jul 24, 2026
Barnes Pettey Financial Advisors, LLCReduce 9.77%-$105K$966K0.30%Jul 28, 2026
Signal Advisors Wealth, LLCReduce 16.67%-$98K$490K0.02%Aug 4, 2026
Cushing Capital Partners, LLCAdded 8.46%+$60.3K$774K0.53%Jul 29, 2026
FWG Holdings, LLCAdded 15.44%+$33.8K$253K0.09%Aug 14, 2026
Avaii Wealth Management, LLCAdded 8.83%+$30.8K$379K0.11%Aug 10, 2026
Opal Wealth Advisors, LLCAdded 1.37%+$4.46K$331K0.07%Jul 20, 2026
Echo45 Advisors LLCAdded 1.05%+$3.95K$382K0.20%Jul 13, 2026
Gladstone Institutional Advisory LLCAdded 1.41%+$3.69K$266K0.01%Jul 27, 2026

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