KFP
ECG

Kerr Financial Planning’s Everus Construction Group ECG Stock Holding History

Kerr Financial Planning’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 		$31.9K Hold
192
– – 0.04% 222
2026
Q1 		$26.1K Hold
192
– – 0.02% 244
2025
Q4 		$17.1K Hold
192
– – 0.02% 298
2025
Q3 		$17.2K Buy
+192
New +$14.3K 0.02% 283

Other funds holding ECG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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 $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Kerr Financial Planning's ECG Position: Q2 2026 in Review

Kerr Financial Planning held its Everus Construction Group (ECG) position steady in Q2 2026 at 192 shares worth $31.9K. The position accounts for 0.04% of the portfolio, ranked #222.

Kerr Financial Planning first reported a position in ECG in Q3 2025 and has held it in 4 quarters since. 539 funds tracked by Wall St. Rank hold ECG as of Q2 2026.

  • Kerr Financial Planning held 192 shares of Everus Construction Group worth $31.9K as of Q2 2026.
  • Kerr Financial Planning left its Everus Construction Group share count unchanged in Q2 2026.
  • Everus Construction Group made up 0.04% of Kerr Financial Planning's portfolio in Q2 2026, its #222 holding.
  • Kerr Financial Planning first reported a position in Everus Construction Group in Q3 2025 and has held it in 4 quarters since.
  • 539 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.