STA
ECG

Summit Trail Advisors’s Everus Construction Group ECG Stock Holding History

Summit Trail 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
Q1 		$334K Sell
2,828
-487
-15% -$50.4K ﹤0.01% 1276
2025
Q4 		$284K Sell
3,315
-676
-17% -$60.5K ﹤0.01% 1218
2025
Q3 		$342K Buy
+3,991
New +$297K ﹤0.01% 1170

Other funds holding ECG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Summit Trail Advisors's ECG Position: Q1 2026 in Review

Summit Trail Advisors reduced its Everus Construction Group (ECG) stake by 15% in Q1 2026, selling an estimated $50.4K and leaving 2,828 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Summit Trail Advisors first reported a position in ECG in Q3 2025 and has held it in 3 quarters since. The position peaked at $342K in Q3 2025. 488 funds tracked by Wall St. Rank hold ECG as of Q1 2026.

  • Summit Trail Advisors held 2,828 shares of Everus Construction Group worth $334K as of Q1 2026.
  • Summit Trail Advisors sold 487 Everus Construction Group shares in Q1 2026, an estimated $50.4K.
  • Everus Construction Group made up ﹤0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1276 holding.
  • Summit Trail Advisors first reported a position in Everus Construction Group in Q3 2025 and has held it in 3 quarters since.
  • Summit Trail Advisors's Everus Construction Group position peaked at $342K in Q3 2025.
  • 488 funds tracked by Wall St. Rank held Everus Construction Group as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.