CFM
FERG icon

Cornerstone Financial Management’s Ferguson FERG Stock Holding History

Cornerstone 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 		$13.5K Buy
57
+30
+111% +$7.24K 0.01% 382
2026
Q1 		$6.3K Buy
27
+3
+13% +$730 0.01% 416
2025
Q4 		$5.34K Buy
+24
New +$5.73K 0.01% 413

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 $3.38T 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

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

Cornerstone Financial Management increased its Ferguson (FERG) stake by 111% in Q2 2026, buying an estimated $7.24K and bringing the position to 57 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #382.

Cornerstone Financial Management first reported a position in FERG in Q4 2025 and has held it in 3 quarters since. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Cornerstone Financial Management held 57 shares of Ferguson worth $13.5K as of Q2 2026.
  • Cornerstone Financial Management bought 30 Ferguson shares in Q2 2026, an estimated $7.24K.
  • Ferguson made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #382 holding.
  • Cornerstone Financial Management first reported a position in Ferguson in Q4 2025 and has held it in 3 quarters since.
  • 948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

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