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Bruce G. Allen Investments’s Ferguson FERG Stock Holding History

Bruce G. Allen Investments’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 		$8.54K Hold
36
– – 0.01% 508
2026
Q1 		$8.4K Hold
36
– – 0.01% 511
2025
Q4 		$8.02K Hold
36
– – 0.01% 505
2025
Q3 		$8.09K Hold
36
– – 0.01% 499
2025
Q2 		$7.84K Hold
36
– – 0.01% 510
2025
Q1 		$5.77K Sell
36
-2
-5% -$347 ﹤0.01% 542
2024
Q4 		$6.6K Buy
38
+2
+6% +$397 0.01% 545
2024
Q3 		$7.15K Hold
36
– – 0.01% 526
2024
Q2 		$6.97K Hold
36
– – 0.01% 519
2024
Q1 		$7.86K Hold
36
– – 0.01% 513
2023
Q4 		$6.95K Buy
+36
New +$6.07K 0.01% 547

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
Jupiter Topco
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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's FERG Position: Q2 2026 in Review

Bruce G. Allen Investments held its Ferguson (FERG) position steady in Q2 2026 at 36 shares worth $8.54K. The position accounts for 0.01% of the portfolio, ranked #508.

Bruce G. Allen Investments first reported a position in FERG in Q4 2023 and has held it in 11 quarters since. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Bruce G. Allen Investments held 36 shares of Ferguson worth $8.54K as of Q2 2026.
  • Bruce G. Allen Investments left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #508 holding.
  • Bruce G. Allen Investments first reported a position in Ferguson in Q4 2023 and has held it in 11 quarters since.
  • 948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.