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BFC Planning, Inc.’s Ferguson FERG Stock Holding History

BFC Planning, Inc.’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 		$18.8K Sell
79
-68
-46% -$16.4K ﹤0.01% 2038
2026
Q1 		$34.3K Buy
147
+90
+158% +$21.9K ﹤0.01% 1490
2025
Q4 		$12.7K Hold
57
– – ﹤0.01% 1965
2025
Q3 		$12.8K Buy
57
+13
+30% +$2.94K ﹤0.01% 1784
2025
Q2 		$9.6K Buy
44
+24
+120% +$4.42K ﹤0.01% 1825
2025
Q1 		$3.2K Buy
20
+5
+33% +$867 ﹤0.01% 2172
2024
Q4 		$2.6K Buy
+15
New +$2.98K ﹤0.01% 2217

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jupiter Topco
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BFC Planning, Inc.'s FERG Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Ferguson (FERG) stake by 46% in Q2 2026, selling an estimated $16.4K and leaving 79 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

BFC Planning, Inc. first reported a position in FERG in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.3K in Q1 2026. 953 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • BFC Planning, Inc. held 79 shares of Ferguson worth $18.8K as of Q2 2026.
  • BFC Planning, Inc. sold 68 Ferguson shares in Q2 2026, an estimated $16.4K.
  • Ferguson made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2038 holding.
  • BFC Planning, Inc. first reported a position in Ferguson in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Ferguson position peaked at $34.3K in Q1 2026.
  • 953 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.