B. Riley Wealth Advisors’s Ferguson FERG Stock Holding History

B. Riley Wealth Advisors’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 Q1	–	Sell	-917	Closed	-$204K	–	975
2025 Q4	$204K	Buy	+917	New	+$219K	0.01%	862
2024 Q4	$233K	Sell	1,334 -34	-2%	-$6.75K	0.01%	969
2024 Q3	$272K	Sell	1,368 -98	-7%	-$19.9K	0.01%	1005
2024 Q2	$285K	Sell	1,466 -2,500	-63%	-$524K	0.01%	1055
2024 Q1	$652K	Buy	3,966 +989	+33%	+$197K	0.02%	669
2023 Q4	$575K	Sell	2,977 -989	-25%	-$167K	0.02%	747
2023 Q3	$652K	Sell	3,966 -56	-1%	-$8.84K	0.02%	669
2023 Q2	$635K	Buy	4,022 +28	+0.7%	+$3.99K	0.01%	749
2023 Q1	$537K	Sell	3,994 -235	-6%	-$32.7K	0.01%	773
2022 Q4	$540K	Buy	+4,229	New	+$492K	0.02%	752

Other funds holding FERG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

B. Riley Wealth Advisors's FERG Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Ferguson (FERG) in Q1 2026, closing a stake of 917 shares — an estimated $204K sold.

B. Riley Wealth Advisors first reported a position in FERG in Q4 2022 and held it in 10 quarters. The position peaked at $652K in Q1 2024. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

B. Riley Wealth Advisors reported no remaining Ferguson position as of Q1 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 917 Ferguson shares in Q1 2026, an estimated $204K.
B. Riley Wealth Advisors first reported a position in Ferguson in Q4 2022 and held it in 10 quarters.
B. Riley Wealth Advisors's Ferguson position peaked at $652K in Q1 2024.
927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.