Bare Financial Services’s Ferguson FERG Stock Holding History

Bare Financial Services’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	$949	Sell	4 -2	-33%	-$483	﹤0.01%	1404
2026 Q1	$1.4K	Buy	6 +2	+50%	+$487	﹤0.01%	1110
2025 Q4	$891	Hold	4	–	–	﹤0.01%	1179
2025 Q3	$898	Hold	4	–	–	﹤0.01%	1055
2025 Q2	$871	Hold	4	–	–	﹤0.01%	956
2025 Q1	$641	Buy	+4	New	+$693	﹤0.01%	676

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bare Financial Services's FERG Position: Q2 2026 in Review

Bare Financial Services reduced its Ferguson (FERG) stake by 33% in Q2 2026, selling an estimated $483 and leaving 4 shares worth $949. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Bare Financial Services first reported a position in FERG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.4K in Q1 2026. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Bare Financial Services held 4 shares of Ferguson worth $949 as of Q2 2026.
Bare Financial Services sold 2 Ferguson shares in Q2 2026, an estimated $483.
Ferguson made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1404 holding.
Bare Financial Services first reported a position in Ferguson in Q1 2025 and has held it in 6 quarters since.
Bare Financial Services's Ferguson position peaked at $1.4K in Q1 2026.
946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.