Balance Wealth
FERG icon

Balance Wealth’s Ferguson FERG Stock Holding History

Balance Wealth’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 		$1.13K Buy
+5
New +$1.16K ﹤0.01% 820

Other funds holding FERG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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

Balance Wealth's FERG Position: Q3 2026 in Review

Balance Wealth opened a new position in Ferguson (FERG) in Q3 2026: 5 shares worth $1.13K. The stake represents ﹤0.01% of the portfolio and ranks #820 among its holdings.

791 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • Balance Wealth held 5 shares of Ferguson worth $1.13K as of Q3 2026.
  • Ferguson was a new Balance Wealth position in Q3 2026.
  • Ferguson made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #820 holding.
  • 791 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.