Kestra Advisory Services’s Everus Construction Group ECG Stock Holding History

Kestra Advisory Services’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 Q1	$498K	Sell	4,217 -75	-2%	-$7.76K	﹤0.01%	2228
2025 Q4	$367K	Buy	4,292 +226	+6%	+$20.2K	﹤0.01%	2374
2025 Q3	$349K	Buy	4,066 +148	+4%	+$11K	﹤0.01%	2323
2025 Q2	$249K	Buy	3,918 +109	+3%	+$5.52K	﹤0.01%	2506
2025 Q1	$141K	Sell	3,809 -7,819	-67%	-$421K	﹤0.01%	2544
2024 Q4	$765K	Buy	+11,628	New	+$732K	﹤0.01%	1572

Other funds holding ECG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Kestra Advisory Services's ECG Position: Q1 2026 in Review

Kestra Advisory Services reduced its Everus Construction Group (ECG) stake by 1.7% in Q1 2026, selling an estimated $7.76K and leaving 4,217 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

Kestra Advisory Services first reported a position in ECG in Q4 2024 and has held it in 6 quarters since. The position peaked at $765K in Q4 2024. 488 funds tracked by Wall St. Rank hold ECG as of Q1 2026.

Kestra Advisory Services held 4,217 shares of Everus Construction Group worth $498K as of Q1 2026.
Kestra Advisory Services sold 75 Everus Construction Group shares in Q1 2026, an estimated $7.76K.
Everus Construction Group made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2228 holding.
Kestra Advisory Services first reported a position in Everus Construction Group in Q4 2024 and has held it in 6 quarters since.
Kestra Advisory Services's Everus Construction Group position peaked at $765K in Q4 2024.
488 funds tracked by Wall St. Rank held Everus Construction Group as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.