FWCM
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Ferguson Wellman Capital Management’s Ferguson FERG Stock Holding History

Ferguson Wellman Capital 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 		$965K Buy
4,067
+1
+0% +$241 0.01% 237
2026
Q1 		$948K Buy
+4,066
New +$989K 0.01% 222

Other funds holding FERG

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Ferguson Wellman Capital Management's FERG Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its Ferguson (FERG) stake by 0.02% in Q2 2026, buying an estimated $241 and bringing the position to 4,067 shares worth $965K. The position accounts for 0.01% of the portfolio, ranked #237.

Ferguson Wellman Capital Management first reported a position in FERG in Q1 2026 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Ferguson Wellman Capital Management held 4,067 shares of Ferguson worth $965K as of Q2 2026.
  • Ferguson Wellman Capital Management bought 1 Ferguson share in Q2 2026, an estimated $241.
  • Ferguson made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #237 holding.
  • Ferguson Wellman Capital Management first reported a position in Ferguson in Q1 2026 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.