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Beacon Investment Advisory Services’s Ferguson FERG Stock Holding History

Beacon Investment Advisory 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 		$17.8K Hold
75
– – ﹤0.01% 561
2026
Q1 		$17.5K Buy
+75
New +$18.3K ﹤0.01% 565

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Vanguard Capital Management
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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

Beacon Investment Advisory Services's FERG Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Ferguson (FERG) position steady in Q2 2026 at 75 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Beacon Investment Advisory Services first reported a position in FERG in Q1 2026 and has held it in 2 quarters since. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Beacon Investment Advisory Services held 75 shares of Ferguson worth $17.8K as of Q2 2026.
  • Beacon Investment Advisory Services left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #561 holding.
  • Beacon Investment Advisory Services first reported a position in Ferguson in Q1 2026 and has held it in 2 quarters since.
  • 939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.