Oppenheimer & Co’s Everus Construction Group ECG Stock Holding History

Oppenheimer & Co’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 Q3	$3.11M	Buy	26,483 +5,884	+29%	+$744K	0.03%	488
2026 Q2	$3.42M	Buy	20,599 +7,165	+53%	+$1.05M	0.04%	478
2026 Q1	$1.59M	Sell	13,434 -413	-3%	-$42.7K	0.02%	676
2025 Q4	$1.18M	Sell	13,847 -2,093	-13%	-$187K	0.02%	733
2025 Q3	$1.37M	Sell	15,940 -2,472	-13%	-$184K	0.02%	750
2025 Q2	$1.17M	Sell	18,412 -4,828	-21%	-$244K	0.02%	783
2025 Q1	$862K	Buy	23,240 +13,757	+145%	+$740K	0.01%	869
2024 Q4	$624K	Buy	+9,483	New	+$597K	0.01%	996

Other funds holding ECG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Oppenheimer & Co's ECG Position: Q3 2026 in Review

Oppenheimer & Co increased its Everus Construction Group (ECG) stake by 29% in Q3 2026, buying an estimated $744K and bringing the position to 26,483 shares worth $3.11M. The position accounts for 0.03% of the portfolio, ranked #488.

Oppenheimer & Co first reported a position in ECG in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.42M in Q2 2026. 256 funds tracked by Wall St. Rank hold ECG as of Q3 2026.

Oppenheimer & Co held 26,483 shares of Everus Construction Group worth $3.11M as of Q3 2026.
Oppenheimer & Co bought 5,884 Everus Construction Group shares in Q3 2026, an estimated $744K.
Everus Construction Group made up 0.03% of Oppenheimer & Co's portfolio in Q3 2026, its #488 holding.
Oppenheimer & Co first reported a position in Everus Construction Group in Q4 2024 and has held it in 8 quarters since.
Oppenheimer & Co's Everus Construction Group position peaked at $3.42M in Q2 2026.
256 funds tracked by Wall St. Rank held Everus Construction Group as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.