FWM
ECG

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

Forza 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
2026
Q2 		$849K Hold
5,116
– – 0.26% 87
2026
Q1 		$604K Hold
5,116
– – 0.21% 115
2025
Q4 		$438K Hold
5,116
– – 0.16% 130
2025
Q3 		$439K Hold
5,116
– – 0.17% 131
2025
Q2 		$325K Buy
+5,116
New +$259K 0.13% 150
2025
Q1 		– Sell
-5,116
Closed -$336K – 184
2024
Q4 		$336K Buy
+5,116
New +$322K 0.15% 143

Other funds holding ECG

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
CFSG
Clark Financial Services Group Chesterfield, Missouri $212M AUM 39.24% 1-Year Est. Return

Forza Wealth Management's ECG Position: Q2 2026 in Review

Forza Wealth Management held its Everus Construction Group (ECG) position steady in Q2 2026 at 5,116 shares worth $849K. The position accounts for 0.26% of the portfolio, ranked #87.

Forza Wealth Management first reported a position in ECG in Q4 2024 and has held it in 6 quarters since. 81 funds tracked by Wall St. Rank hold ECG as of Q2 2026.

  • Forza Wealth Management held 5,116 shares of Everus Construction Group worth $849K as of Q2 2026.
  • Forza Wealth Management left its Everus Construction Group share count unchanged in Q2 2026.
  • Everus Construction Group made up 0.26% of Forza Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Forza Wealth Management first reported a position in Everus Construction Group in Q4 2024 and has held it in 6 quarters since.
  • 81 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.