Bank Julius Baer & Co
FERG icon

Bank Julius Baer & Co’s Ferguson FERG Stock Holding History

Bank Julius Baer & Co’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 		$84.7M Buy
356,291
+211
+0.1% +$50.9K 0.22% 93
2026
Q1 		$82.2M Sell
356,080
-21,245
-6% -$5.17M 0.25% 87
2025
Q4 		$84.3M Buy
377,325
+348,367
+1,203% +$83.2M 0.23% 88
2025
Q3 		$6.5M Buy
28,958
+693
+2% +$157K 0.02% 219
2025
Q2 		$6.15M Sell
28,265
-29,669
-51% -$5.46M 0.02% 223
2025
Q1 		$9.3M Sell
57,934
-1,288
-2% -$223K 0.03% 197
2024
Q4 		$10.4M Buy
59,222
+7,198
+14% +$1.43M 0.03% 202
2024
Q3 		$10.5M Buy
+52,024
New +$10.5M 0.04% 182

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank Julius Baer & Co's FERG Position: Q2 2026 in Review

Bank Julius Baer & Co increased its Ferguson (FERG) stake by 0.06% in Q2 2026, buying an estimated $50.9K and bringing the position to 356,291 shares worth $84.7M. The position accounts for 0.22% of the portfolio, ranked #93.

Bank Julius Baer & Co first reported a position in FERG in Q3 2024 and has held it in 8 quarters since. 945 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Bank Julius Baer & Co held 356,291 shares of Ferguson worth $84.7M as of Q2 2026.
  • Bank Julius Baer & Co bought 211 Ferguson shares in Q2 2026, an estimated $50.9K.
  • Ferguson made up 0.22% of Bank Julius Baer & Co's portfolio in Q2 2026, its #93 holding.
  • Bank Julius Baer & Co first reported a position in Ferguson in Q3 2024 and has held it in 8 quarters since.
  • 945 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.