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Bay Harbor Wealth Management’s Ferguson FERG Stock Holding History

Bay Harbor Wealth Management’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 		$10.2K Buy
43
+3
+8% +$724 ﹤0.01% 285
2026
Q1 		$9.33K Buy
40
+12
+43% +$2.92K ﹤0.01% 232
2025
Q4 		$6.23K Buy
28
+9
+47% +$2.15K ﹤0.01% 244
2025
Q3 		$4.27K Buy
19
+9
+90% +$2.04K ﹤0.01% 224
2025
Q2 		$2.18K Buy
10
+5
+100% +$920 ﹤0.01% 300
2025
Q1 		$804 Buy
+5
New +$867 ﹤0.01% 331

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

Bay Harbor Wealth Management's FERG Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Ferguson (FERG) stake by 7.5% in Q2 2026, buying an estimated $724 and bringing the position to 43 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Bay Harbor Wealth Management first reported a position in FERG in Q1 2025 and has held it in 6 quarters since. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Bay Harbor Wealth Management held 43 shares of Ferguson worth $10.2K as of Q2 2026.
  • Bay Harbor Wealth Management bought 3 Ferguson shares in Q2 2026, an estimated $724.
  • Ferguson made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #285 holding.
  • Bay Harbor Wealth Management first reported a position in Ferguson in Q1 2025 and has held it in 6 quarters since.
  • 939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.