BFO
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Boston Family Office’s Ferguson FERG Stock Holding History

Boston Family Office’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 		$232K Hold
976
– – 0.01% 299
2026
Q1 		$228K Hold
976
– – 0.02% 297
2025
Q4 		$217K Hold
976
– – 0.01% 299
2025
Q3 		$219K Sell
976
-254
-21% -$57.5K 0.01% 284
2025
Q2 		$268K Buy
+1,230
New +$226K 0.02% 250

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

Boston Family Office's FERG Position: Q2 2026 in Review

Boston Family Office held its Ferguson (FERG) position steady in Q2 2026 at 976 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #299.

Boston Family Office first reported a position in FERG in Q2 2025 and has held it in 5 quarters since. The position peaked at $268K in Q2 2025. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Boston Family Office held 976 shares of Ferguson worth $232K as of Q2 2026.
  • Boston Family Office left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up 0.01% of Boston Family Office's portfolio in Q2 2026, its #299 holding.
  • Boston Family Office first reported a position in Ferguson in Q2 2025 and has held it in 5 quarters since.
  • Boston Family Office's Ferguson position peaked at $268K in Q2 2025.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.