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Compass Financial Management’s Ferguson FERG Stock Holding History

Compass Financial 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 		$32.4K Buy
+130
New +$31.4K ﹤0.01% 778

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
JT
Jupiter Topco New York $245B AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Compass Financial Management's FERG Position: Q2 2026 in Review

Compass Financial Management opened a new position in Ferguson (FERG) in Q2 2026: 130 shares worth $32.4K. The stake represents ﹤0.01% of the portfolio and ranks #778 among its holdings.

887 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Compass Financial Management held 130 shares of Ferguson worth $32.4K as of Q2 2026.
  • Ferguson was a new Compass Financial Management position in Q2 2026.
  • Ferguson made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #778 holding.
  • 887 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.