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Ballentine Partners’s Ferguson FERG Stock Holding History

Ballentine Partners’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
Q2 		$321K Buy
1,351
+114
+9% +$27.5K ﹤0.01% 759
2026
Q1 		$289K Buy
1,237
+47
+4% +$11.4K ﹤0.01% 763
2025
Q4 		$265K Sell
1,190
-17
-1% -$4.06K ﹤0.01% 774
2025
Q3 		$271K Buy
1,207
+10
+0.8% +$2.26K ﹤0.01% 770
2025
Q2 		$261K Buy
+1,197
New +$220K ﹤0.01% 749

Other funds holding FERG

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

Ballentine Partners's FERG Position: Q2 2026 in Review

Ballentine Partners increased its Ferguson (FERG) stake by 9.2% in Q2 2026, buying an estimated $27.5K and bringing the position to 1,351 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Ballentine Partners first reported a position in FERG in Q2 2025 and has held it in 5 quarters since. 153 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Ballentine Partners held 1,351 shares of Ferguson worth $321K as of Q2 2026.
  • Ballentine Partners bought 114 Ferguson shares in Q2 2026, an estimated $27.5K.
  • Ferguson made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #759 holding.
  • Ballentine Partners first reported a position in Ferguson in Q2 2025 and has held it in 5 quarters since.
  • 153 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.