SWGC
ECG

Summit Wealth Group (Colorado)’s Everus Construction Group ECG Stock Holding History

Summit Wealth Group (Colorado)’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 		$638K Hold
3,844
– – 0.05% 182
2026
Q1 		$454K Buy
3,844
+1
+0% +$103 0.05% 192
2025
Q4 		$329K Buy
+3,843
New +$344K 0.04% 201

Other funds holding ECG

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 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

Summit Wealth Group (Colorado)'s ECG Position: Q2 2026 in Review

Summit Wealth Group (Colorado) held its Everus Construction Group (ECG) position steady in Q2 2026 at 3,844 shares worth $638K. The position accounts for 0.05% of the portfolio, ranked #182.

Summit Wealth Group (Colorado) first reported a position in ECG in Q4 2025 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold ECG as of Q2 2026.

  • Summit Wealth Group (Colorado) held 3,844 shares of Everus Construction Group worth $638K as of Q2 2026.
  • Summit Wealth Group (Colorado) left its Everus Construction Group share count unchanged in Q2 2026.
  • Everus Construction Group made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #182 holding.
  • Summit Wealth Group (Colorado) first reported a position in Everus Construction Group in Q4 2025 and has held it in 3 quarters since.
  • 171 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.