Aviso Financial
FERG icon

Aviso Financial’s Ferguson FERG Stock Holding History

Aviso Financial’s Portfolio FERG Stock Details FERG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.01K Hold
18
– – ﹤0.01% 251
2026
Q2 		$4.27K Hold
18
– – ﹤0.01% 250
2026
Q1 		$4.2K Buy
+18
New +$4.38K ﹤0.01% 304

Other funds holding FERG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Aviso Financial's FERG Position: Q3 2026 in Review

Aviso Financial held its Ferguson (FERG) position steady in Q3 2026 at 18 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Aviso Financial first reported a position in FERG in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.27K in Q2 2026. 672 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • Aviso Financial held 18 shares of Ferguson worth $4.01K as of Q3 2026.
  • Aviso Financial left its Ferguson share count unchanged in Q3 2026.
  • Ferguson made up ﹤0.01% of Aviso Financial's portfolio in Q3 2026, its #251 holding.
  • Aviso Financial first reported a position in Ferguson in Q1 2026 and has held it in 3 quarters since.
  • Aviso Financial's Ferguson position peaked at $4.27K in Q2 2026.
  • 672 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Aviso Financial's 13F filing for Q3 2026, filed 12 Nov 2026.