BCM
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Boreal Capital Management’s Ferguson FERG Stock Holding History

Boreal Capital 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 		$19.5K Hold
82
– – 0.01% 259
2026
Q1 		$19.2K Hold
82
– – 0.02% 260
2025
Q4 		$18.3K Hold
82
– – 0.01% 280
2025
Q3 		$18.5K Hold
82
– – 0.01% 282
2025
Q2 		$17.9K Buy
+82
New +$15.1K 0.01% 283

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

Boreal Capital Management's FERG Position: Q2 2026 in Review

Boreal Capital Management held its Ferguson (FERG) position steady in Q2 2026 at 82 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #259.

Boreal Capital Management first reported a position in FERG in Q2 2025 and has held it in 5 quarters since. 945 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Boreal Capital Management held 82 shares of Ferguson worth $19.5K as of Q2 2026.
  • Boreal Capital Management left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up 0.01% of Boreal Capital Management's portfolio in Q2 2026, its #259 holding.
  • Boreal Capital Management first reported a position in Ferguson in Q2 2025 and has held it in 5 quarters since.
  • 945 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.