CAL
ECG

Capital Advisors Ltd’s Everus Construction Group ECG Stock Holding History

Capital Advisors Ltd’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 		– Sell
-21
Closed -$1K – 1673
2025
Q1 		$1K Hold
21
– – ﹤0.01% 1304
2024
Q4 		$1K Buy
+21
New +$1.32K ﹤0.01% 1334

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State Street
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Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Advisors Ltd's ECG Position: Q2 2025 in Review

Capital Advisors Ltd sold out of Everus Construction Group (ECG) in Q2 2025, closing a stake of 21 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in ECG in Q4 2024 and held it in 2 quarters. The position peaked at $1K in Q1 2025. 349 funds tracked by Wall St. Rank hold ECG as of Q2 2025.

  • Capital Advisors Ltd reported no remaining Everus Construction Group position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 21 Everus Construction Group shares in Q2 2025, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Everus Construction Group in Q4 2024 and held it in 2 quarters.
  • Capital Advisors Ltd's Everus Construction Group position peaked at $1K in Q1 2025.
  • 349 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.