Compass Financial Management’s Everus Construction Group ECG Stock Holding History

Compass Financial 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	$10.2K	Buy	+75	New	+$11K	﹤0.01%	1050

Other funds holding ECG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Compass Financial Management's ECG Position: Q2 2026 in Review

Compass Financial Management opened a new position in Everus Construction Group (ECG) in Q2 2026: 75 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #1050 among its holdings.

502 funds tracked by Wall St. Rank hold ECG as of Q2 2026.

Compass Financial Management held 75 shares of Everus Construction Group worth $10.2K as of Q2 2026.
Everus Construction Group was a new Compass Financial Management position in Q2 2026.
Everus Construction Group made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1050 holding.
502 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.