FFO
FERG icon

Fiduciary Family Office’s Ferguson FERG Stock Holding History

Fiduciary Family Office’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
Q1 		$483K Sell
2,070
-1,393
-40% -$339K 0.14% 104
2025
Q4 		$771K Sell
3,463
-331
-9% -$79.1K 0.22% 80
2025
Q3 		$852K Buy
+3,794
New +$859K 0.24% 87
2024
Q1 		– Sell
-1,336
Closed -$258K – 223
2023
Q4 		$258K Buy
+1,336
New +$225K 0.11% 182

Other funds holding FERG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fiduciary Family Office's FERG Position: Q1 2026 in Review

Fiduciary Family Office reduced its Ferguson (FERG) stake by 40% in Q1 2026, selling an estimated $339K and leaving 2,070 shares worth $483K. The position accounts for 0.14% of the portfolio, ranked #104.

Fiduciary Family Office first reported a position in FERG in Q4 2023 and has held it in 4 quarters since. The position peaked at $852K in Q3 2025. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Fiduciary Family Office held 2,070 shares of Ferguson worth $483K as of Q1 2026.
  • Fiduciary Family Office sold 1,393 Ferguson shares in Q1 2026, an estimated $339K.
  • Ferguson made up 0.14% of Fiduciary Family Office's portfolio in Q1 2026, its #104 holding.
  • Fiduciary Family Office first reported a position in Ferguson in Q4 2023 and has held it in 4 quarters since.
  • Fiduciary Family Office's Ferguson position peaked at $852K in Q3 2025.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.