CFFP
ECG

Center for Financial Planning’s Everus Construction Group ECG Stock Holding History

Center for Financial Planning’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
Q4 		– Sell
-96
Closed -$8.23K – 741
2025
Q3 		$8.23K Buy
+96
New +$7.13K ﹤0.01% 509

Other funds holding ECG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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
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

Center for Financial Planning's ECG Position: Q4 2025 in Review

Center for Financial Planning sold out of Everus Construction Group (ECG) in Q4 2025, closing a stake of 96 shares — an estimated $8.23K sold.

Center for Financial Planning first reported a position in ECG in Q3 2025 and held it in 1 quarter. The position peaked at $8.23K in Q3 2025. 457 funds tracked by Wall St. Rank hold ECG as of Q4 2025.

  • Center for Financial Planning reported no remaining Everus Construction Group position as of Q4 2025 after selling out during the quarter.
  • Center for Financial Planning sold 96 Everus Construction Group shares in Q4 2025, an estimated $8.23K.
  • Center for Financial Planning first reported a position in Everus Construction Group in Q3 2025 and held it in 1 quarter.
  • Center for Financial Planning's Everus Construction Group position peaked at $8.23K in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Everus Construction Group as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.