Farther Finance Advisors’s Ferguson FERG Stock Holding History

Farther Finance Advisors’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	$1.78M	Buy	7,487 +1,563	+26%	+$377K	0.01%	808
2026 Q1	$1.42M	Buy	5,924 +4,019	+211%	+$978K	0.01%	804
2025 Q4	$424K	Buy	1,905 +227	+14%	+$54.2K	﹤0.01%	1420
2025 Q3	$377K	Buy	1,678 +505	+43%	+$114K	0.01%	1237
2025 Q2	$255K	Buy	1,173 +706	+151%	+$130K	0.01%	1270
2025 Q1	$75.1K	Buy	467 +137	+42%	+$23.8K	﹤0.01%	1680
2024 Q4	$57.3K	Sell	330 -34	-9%	-$6.75K	﹤0.01%	1589
2024 Q3	$72.3K	Buy	364 +92	+34%	+$18.6K	﹤0.01%	1461
2024 Q2	$51.7K	Buy	272 +69	+34%	+$14.5K	﹤0.01%	1398
2024 Q1	$44.1K	Buy	203 +31	+18%	+$6.18K	﹤0.01%	1233
2023 Q4	$33.2K	Buy	172 +148	+617%	+$25K	﹤0.01%	1171
2023 Q3	$3.95K	Buy	24 +18	+300%	+$2.84K	﹤0.01%	1596
2023 Q2	$944	Buy	6 +4	+200%	+$570	﹤0.01%	1993
2023 Q1	$268	Hold	2	–	–	﹤0.01%	2148
2022 Q4	$254	Buy	+2	New	+$233	﹤0.01%	1982

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Farther Finance Advisors's FERG Position: Q2 2026 in Review

Farther Finance Advisors increased its Ferguson (FERG) stake by 26% in Q2 2026, buying an estimated $377K and bringing the position to 7,487 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #808.

Farther Finance Advisors first reported a position in FERG in Q4 2022 and has held it in 15 quarters since. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Farther Finance Advisors held 7,487 shares of Ferguson worth $1.78M as of Q2 2026.
Farther Finance Advisors bought 1,563 Ferguson shares in Q2 2026, an estimated $377K.
Ferguson made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #808 holding.
Farther Finance Advisors first reported a position in Ferguson in Q4 2022 and has held it in 15 quarters since.
939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.