Root Financial Partners
ECG icon

Root Financial Partners’s Everus Construction Group ECG Stock Holding History

Root Financial Partners’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 		$25.1K Buy
+214
New +$27.1K ﹤0.01% 1434
2026
Q2 		– Sell
-217
Closed -$25.6K – 3378
2026
Q1 		$25.6K Buy
217
+121
+126% +$12.5K ﹤0.01% 1188
2025
Q4 		$8.21K Sell
96
-106
-52% -$9.48K ﹤0.01% 1585
2025
Q3 		$17.3K Buy
+202
New +$15K ﹤0.01% 1189

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State Street
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Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Root Financial Partners's ECG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Everus Construction Group (ECG) in Q3 2026: 214 shares worth $25.1K. The stake represents ﹤0.01% of the portfolio and ranks #1434 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ECG as recently as Q1 2026.

Root Financial Partners first reported a position in ECG in Q3 2025 and has held it in 4 quarters since. The position peaked at $25.6K in Q1 2026. 408 funds tracked by Wall St. Rank hold ECG as of Q3 2026.

  • Root Financial Partners held 214 shares of Everus Construction Group worth $25.1K as of Q3 2026.
  • Everus Construction Group was a new Root Financial Partners position in Q3 2026.
  • Everus Construction Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1434 holding.
  • Root Financial Partners first reported a position in Everus Construction Group in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Everus Construction Group position peaked at $25.6K in Q1 2026.
  • 408 funds tracked by Wall St. Rank held Everus Construction Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.