ET
ECG icon

Equitable Trust’s Everus Construction Group ECG Stock Holding History

Equitable Trust’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
Q3 		$395K Buy
3,358
+1,213
+57% +$153K 0.02% 346
2026
Q2 		$356K Sell
2,145
-297
-12% -$43.5K 0.01% 365
2026
Q1 		$288K Sell
2,442
-1,362
-36% -$141K 0.01% 411
2025
Q4 		$325K Buy
3,804
+963
+34% +$86.2K 0.01% 381
2025
Q3 		$244K Buy
+2,841
New +$211K 0.01% 411

Other funds holding ECG

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
CFSG
Clark Financial Services Group Chesterfield, Missouri $214M AUM 30.71% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
First PREMIER Bank
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Equitable Trust's ECG Position: Q3 2026 in Review

Equitable Trust increased its Everus Construction Group (ECG) stake by 57% in Q3 2026, buying an estimated $153K and bringing the position to 3,358 shares worth $395K. The position accounts for 0.02% of the portfolio, ranked #346.

Equitable Trust first reported a position in ECG in Q3 2025 and has held it in 5 quarters since. 59 funds tracked by Wall St. Rank hold ECG as of Q3 2026.

  • Equitable Trust held 3,358 shares of Everus Construction Group worth $395K as of Q3 2026.
  • Equitable Trust bought 1,213 Everus Construction Group shares in Q3 2026, an estimated $153K.
  • Everus Construction Group made up 0.02% of Equitable Trust's portfolio in Q3 2026, its #346 holding.
  • Equitable Trust first reported a position in Everus Construction Group in Q3 2025 and has held it in 5 quarters since.
  • 59 funds tracked by Wall St. Rank held Everus Construction Group as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.