WTFG
ECG

Wood Tarver Financial Group’s Everus Construction Group ECG Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-878
Closed -$55K – 694
2025
Q2 		$55K Hold
878
– – 0.02% 278
2025
Q1 		$32.6K Sell
878
-271
-24% -$14.6K 0.01% 301
2024
Q4 		$75K Buy
+1,149
New +$72.3K 0.03% 223

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Vanguard Group
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wood Tarver Financial Group's ECG Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Everus Construction Group (ECG) in Q3 2025, closing a stake of 878 shares — an estimated $55K sold.

Wood Tarver Financial Group first reported a position in ECG in Q4 2024 and held it in 3 quarters. The position peaked at $75K in Q4 2024. 402 funds tracked by Wall St. Rank hold ECG as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Everus Construction Group position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 878 Everus Construction Group shares in Q3 2025, an estimated $55K.
  • Wood Tarver Financial Group first reported a position in Everus Construction Group in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Everus Construction Group position peaked at $75K in Q4 2024.
  • 402 funds tracked by Wall St. Rank held Everus Construction Group as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.