SFA
ECG

Sequoia Financial Advisors’s Everus Construction Group ECG Stock Holding History

Sequoia Financial Advisors’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 		$694K Buy
4,183
+1,571
+60% +$230K ﹤0.01% 1119
2026
Q1 		$308K Buy
2,612
+14
+0.5% +$1.45K ﹤0.01% 1556
2025
Q4 		$222K Buy
+2,598
New +$232K ﹤0.01% 1747

Other funds holding ECG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sequoia Financial Advisors's ECG Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Everus Construction Group (ECG) stake by 60% in Q2 2026, buying an estimated $230K and bringing the position to 4,183 shares worth $694K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Sequoia Financial Advisors first reported a position in ECG in Q4 2025 and has held it in 3 quarters since. 536 funds tracked by Wall St. Rank hold ECG as of Q2 2026.

  • Sequoia Financial Advisors held 4,183 shares of Everus Construction Group worth $694K as of Q2 2026.
  • Sequoia Financial Advisors bought 1,571 Everus Construction Group shares in Q2 2026, an estimated $230K.
  • Everus Construction Group made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1119 holding.
  • Sequoia Financial Advisors first reported a position in Everus Construction Group in Q4 2025 and has held it in 3 quarters since.
  • 536 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.