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ECG

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
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

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Root Financial Partners's ECG Position: Q2 2026 in Review

Root Financial Partners sold out of Everus Construction Group (ECG) in Q2 2026, closing a stake of 217 shares — an estimated $25.6K sold.

Root Financial Partners first reported a position in ECG in Q3 2025 and held it in 3 quarters. The position peaked at $25.6K in Q1 2026. 163 funds tracked by Wall St. Rank hold ECG as of Q2 2026.

  • Root Financial Partners reported no remaining Everus Construction Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 217 Everus Construction Group shares in Q2 2026, an estimated $25.6K.
  • Root Financial Partners first reported a position in Everus Construction Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Everus Construction Group position peaked at $25.6K in Q1 2026.
  • 163 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.