BGAI
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return