DWM
ECG

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

Dakota 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 		– Sell
-17,449
Closed -$647K – 822
2025
Q1 		$647K Sell
17,449
-1,087
-6% -$58.5K 0.02% 462
2024
Q4 		$1.22M Buy
+18,536
New +$1.17M 0.03% 328

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Barrow, Hanley, Mewhinney & Strauss
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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

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

Dakota Wealth Management sold out of Everus Construction Group (ECG) in Q2 2025, closing a stake of 17,449 shares — an estimated $647K sold.

Dakota Wealth Management first reported a position in ECG in Q4 2024 and held it in 2 quarters. The position peaked at $1.22M in Q4 2024. 349 funds tracked by Wall St. Rank hold ECG as of Q2 2025.

  • Dakota Wealth Management reported no remaining Everus Construction Group position as of Q2 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 17,449 Everus Construction Group shares in Q2 2025, an estimated $647K.
  • Dakota Wealth Management first reported a position in Everus Construction Group in Q4 2024 and held it in 2 quarters.
  • Dakota Wealth Management's Everus Construction Group position peaked at $1.22M in Q4 2024.
  • 349 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2025.

Based on Dakota Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.