EFS
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Essex Financial Services’s Ferguson FERG Stock Holding History

Essex Financial Services’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 		$296K Buy
1,247
+234
+23% +$56.5K 0.01% 656
2026
Q1 		$236K Buy
1,013
+3
+0.3% +$730 0.01% 695
2025
Q4 		$225K Sell
1,010
-111
-10% -$26.5K 0.01% 713
2025
Q3 		$252K Sell
1,121
-400
-26% -$90.6K 0.02% 624
2025
Q2 		$331K Buy
1,521
+205
+16% +$37.7K 0.02% 521
2025
Q1 		$211K Buy
1,316
+109
+9% +$18.9K 0.02% 593
2024
Q4 		$209K Sell
1,207
-147
-11% -$29.2K 0.01% 599
2024
Q3 		$265K Sell
1,354
-124
-8% -$25.1K 0.02% 520
2024
Q2 		$292K Buy
1,478
+212
+17% +$44.5K 0.02% 486
2024
Q1 		$277K Sell
1,266
-40
-3% -$7.97K 0.03% 439
2023
Q4 		$252K Buy
+1,306
New +$220K 0.03% 435

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Essex Financial Services's FERG Position: Q2 2026 in Review

Essex Financial Services increased its Ferguson (FERG) stake by 23% in Q2 2026, buying an estimated $56.5K and bringing the position to 1,247 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #656.

Essex Financial Services first reported a position in FERG in Q4 2023 and has held it in 11 quarters since. The position peaked at $331K in Q2 2025. 626 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Essex Financial Services held 1,247 shares of Ferguson worth $296K as of Q2 2026.
  • Essex Financial Services bought 234 Ferguson shares in Q2 2026, an estimated $56.5K.
  • Ferguson made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #656 holding.
  • Essex Financial Services first reported a position in Ferguson in Q4 2023 and has held it in 11 quarters since.
  • Essex Financial Services's Ferguson position peaked at $331K in Q2 2025.
  • 626 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.