BHWM
ECG

Bay Harbor Wealth Management’s Everus Construction Group ECG Stock Holding History

Bay Harbor Wealth Management’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
2026
Q2 		$1.16K Hold
7
– – ﹤0.01% 811
2026
Q1 		$826 Buy
7
+6
+600% +$621 ﹤0.01% 831
2025
Q4 		$85 Hold
1
– – ﹤0.01% 1217
2025
Q3 		$85 Buy
+1
New +$74 ﹤0.01% 1194

Other funds holding ECG

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Vanguard Portfolio Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bay Harbor Wealth Management's ECG Position: Q2 2026 in Review

Bay Harbor Wealth Management held its Everus Construction Group (ECG) position steady in Q2 2026 at 7 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Bay Harbor Wealth Management first reported a position in ECG in Q3 2025 and has held it in 4 quarters since. 536 funds tracked by Wall St. Rank hold ECG as of Q2 2026.

  • Bay Harbor Wealth Management held 7 shares of Everus Construction Group worth $1.16K as of Q2 2026.
  • Bay Harbor Wealth Management left its Everus Construction Group share count unchanged in Q2 2026.
  • Everus Construction Group made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #811 holding.
  • Bay Harbor Wealth Management first reported a position in Everus Construction Group in Q3 2025 and has held it in 4 quarters since.
  • 536 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.