BPI
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BFC Planning, Inc.’s Everus Construction Group ECG Stock Holding History

BFC Planning, Inc.’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 		$665K Buy
4,007
+853
+27% +$125K 0.03% 511
2026
Q1 		$372K Sell
3,154
-363
-10% -$37.6K 0.02% 660
2025
Q4 		$301K Buy
3,517
+53
+2% +$4.74K 0.01% 712
2025
Q3 		$297K Sell
3,464
-20
-0.6% -$1.49K 0.02% 532
2025
Q2 		$221K Sell
3,484
-1,011
-22% -$51.2K 0.02% 600
2025
Q1 		$167K Buy
4,495
+1,343
+43% +$72.3K 0.01% 680
2024
Q4 		$207K Buy
+3,152
New +$198K 0.02% 597

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Vanguard Capital Management
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State Street
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BFC Planning, Inc.'s ECG Position: Q2 2026 in Review

BFC Planning, Inc. increased its Everus Construction Group (ECG) stake by 27% in Q2 2026, buying an estimated $125K and bringing the position to 4,007 shares worth $665K. The position accounts for 0.03% of the portfolio, ranked #511.

BFC Planning, Inc. first reported a position in ECG in Q4 2024 and has held it in 7 quarters since. 542 funds tracked by Wall St. Rank hold ECG as of Q2 2026.

  • BFC Planning, Inc. held 4,007 shares of Everus Construction Group worth $665K as of Q2 2026.
  • BFC Planning, Inc. bought 853 Everus Construction Group shares in Q2 2026, an estimated $125K.
  • Everus Construction Group made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #511 holding.
  • BFC Planning, Inc. first reported a position in Everus Construction Group in Q4 2024 and has held it in 7 quarters since.
  • 542 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.