AAS
ECG

Avantax Advisory Services’s Everus Construction Group ECG Stock Holding History

Avantax Advisory Services’s Portfolio ECG Stock Details ECG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$240K Buy
+3,777
New +$191K ﹤0.01% 2077
2025
Q1 		– Sell
-4,178
Closed -$275K – 2341
2024
Q4 		$275K Buy
+4,178
New +$263K ﹤0.01% 1841

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Vanguard Group
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's ECG Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Everus Construction Group (ECG) in Q2 2025: 3,777 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #2077 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in ECG as recently as Q4 2024.

Avantax Advisory Services first reported a position in ECG in Q4 2024 and has held it in 2 quarters since. The position peaked at $275K in Q4 2024. 349 funds tracked by Wall St. Rank hold ECG as of Q2 2025.

  • Avantax Advisory Services held 3,777 shares of Everus Construction Group worth $240K as of Q2 2025.
  • Everus Construction Group was a new Avantax Advisory Services position in Q2 2025.
  • Everus Construction Group made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2077 holding.
  • Avantax Advisory Services first reported a position in Everus Construction Group in Q4 2024 and has held it in 2 quarters since.
  • Avantax Advisory Services's Everus Construction Group position peaked at $275K in Q4 2024.
  • 349 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.