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Convergence Investment Partners’s Ferguson FERG Stock Holding History

Convergence Investment Partners’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 		$1.15M Buy
4,843
+327
+7% +$78.9K 0.11% 201
2026
Q1 		$1.05M Sell
4,516
-1,234
-21% -$300K 0.17% 184
2025
Q4 		$1.28M Buy
+5,750
New +$1.37M 0.25% 143

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

Convergence Investment Partners's FERG Position: Q2 2026 in Review

Convergence Investment Partners increased its Ferguson (FERG) stake by 7.2% in Q2 2026, buying an estimated $78.9K and bringing the position to 4,843 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #201.

Convergence Investment Partners first reported a position in FERG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.28M in Q4 2025. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Convergence Investment Partners held 4,843 shares of Ferguson worth $1.15M as of Q2 2026.
  • Convergence Investment Partners bought 327 Ferguson shares in Q2 2026, an estimated $78.9K.
  • Ferguson made up 0.11% of Convergence Investment Partners's portfolio in Q2 2026, its #201 holding.
  • Convergence Investment Partners first reported a position in Ferguson in Q4 2025 and has held it in 3 quarters since.
  • Convergence Investment Partners's Ferguson position peaked at $1.28M in Q4 2025.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.