MIM
ECG

Montgomery Investment Management’s Everus Construction Group ECG Stock Holding History

Montgomery Investment 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 		$1.62M Sell
9,767
-200
-2% -$29.3K 0.49% 36
2026
Q1 		$1.18M Sell
9,967
-550
-5% -$56.9K 0.4% 42
2025
Q4 		$900K Hold
10,517
– – 0.32% 48
2025
Q3 		$902K Hold
10,517
– – 0.32% 48
2025
Q2 		$668K Hold
10,517
– – 0.26% 56
2025
Q1 		$390K Sell
10,517
-1,125
-10% -$60.5K 0.16% 70
2024
Q4 		$765K Buy
+11,642
New +$733K 0.3% 48

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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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

Montgomery Investment Management's ECG Position: Q2 2026 in Review

Montgomery Investment Management reduced its Everus Construction Group (ECG) stake by 2% in Q2 2026, selling an estimated $29.3K and leaving 9,767 shares worth $1.62M. The position accounts for 0.49% of the portfolio, ranked #36.

Montgomery Investment Management first reported a position in ECG in Q4 2024 and has held it in 7 quarters since. 114 funds tracked by Wall St. Rank hold ECG as of Q2 2026.

  • Montgomery Investment Management held 9,767 shares of Everus Construction Group worth $1.62M as of Q2 2026.
  • Montgomery Investment Management sold 200 Everus Construction Group shares in Q2 2026, an estimated $29.3K.
  • Everus Construction Group made up 0.49% of Montgomery Investment Management's portfolio in Q2 2026, its #36 holding.
  • Montgomery Investment Management first reported a position in Everus Construction Group in Q4 2024 and has held it in 7 quarters since.
  • 114 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.