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Essex Savings Bank’s Ferguson FERG Stock Holding History

Essex Savings Bank’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
2025
Q4 		– Sell
-975
Closed -$219K – 318
2025
Q3 		$219K Sell
975
-15
-2% -$3.4K 0.05% 289
2025
Q2 		$216K Buy
+990
New +$182K 0.05% 287
2024
Q4 		– Sell
-1,090
Closed -$216K – 301
2024
Q3 		$216K Hold
1,090
– – 0.05% 271
2024
Q2 		$211K Sell
1,090
-25
-2% -$5.24K 0.06% 251
2024
Q1 		$215K Hold
1,115
– – 0.06% 241
2023
Q4 		$215K Buy
+1,115
New +$188K 0.06% 241

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 $43.8B AUM 42.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Essex Savings Bank's FERG Position: Q4 2025 in Review

Essex Savings Bank sold out of Ferguson (FERG) in Q4 2025, closing a stake of 975 shares — an estimated $219K sold.

Essex Savings Bank first reported a position in FERG in Q4 2023 and held it in 6 quarters. The position peaked at $219K in Q3 2025. 906 funds tracked by Wall St. Rank hold FERG as of Q4 2025.

  • Essex Savings Bank reported no remaining Ferguson position as of Q4 2025 after selling out during the quarter.
  • Essex Savings Bank sold 975 Ferguson shares in Q4 2025, an estimated $219K.
  • Essex Savings Bank first reported a position in Ferguson in Q4 2023 and held it in 6 quarters.
  • Essex Savings Bank's Ferguson position peaked at $219K in Q3 2025.
  • 906 funds tracked by Wall St. Rank held Ferguson as of Q4 2025.

Based on Essex Savings Bank's 13F filing for Q4 2025, filed 2 Feb 2026.