CWM
ECG

Congress Wealth Management’s Everus Construction Group ECG Stock Holding History

Congress 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
2025
Q2 		$628K Sell
9,886
-5,942
-38% -$301K 0.01% 846
2025
Q1 		$588K Buy
+15,828
New +$852K 0.01% 770

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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

Congress Wealth Management's ECG Position: Q2 2025 in Review

Congress Wealth Management reduced its Everus Construction Group (ECG) stake by 38% in Q2 2025, selling an estimated $301K and leaving 9,886 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #846.

Congress Wealth Management first reported a position in ECG in Q1 2025 and has held it in 2 quarters since. 349 funds tracked by Wall St. Rank hold ECG as of Q2 2025.

  • Congress Wealth Management held 9,886 shares of Everus Construction Group worth $628K as of Q2 2025.
  • Congress Wealth Management sold 5,942 Everus Construction Group shares in Q2 2025, an estimated $301K.
  • Everus Construction Group made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #846 holding.
  • Congress Wealth Management first reported a position in Everus Construction Group in Q1 2025 and has held it in 2 quarters since.
  • 349 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.