HF Advisory Group
FERG icon

HF Advisory Group’s Ferguson FERG Stock Holding History

HF Advisory Group’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
Q3 		$668K Sell
2,999
-2,001
-40% -$463K 0.2% 115
2026
Q2 		$1.19M Buy
5,000
+77
+2% +$18.6K 0.37% 88
2026
Q1 		$1.15M Buy
+4,923
New +$1.2M 0.39% 87

Other funds holding FERG

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

HF Advisory Group's FERG Position: Q3 2026 in Review

HF Advisory Group reduced its Ferguson (FERG) stake by 40% in Q3 2026, selling an estimated $463K and leaving 2,999 shares worth $668K. The position accounts for 0.2% of the portfolio, ranked #115.

HF Advisory Group first reported a position in FERG in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.19M in Q2 2026. 221 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • HF Advisory Group held 2,999 shares of Ferguson worth $668K as of Q3 2026.
  • HF Advisory Group sold 2,001 Ferguson shares in Q3 2026, an estimated $463K.
  • Ferguson made up 0.2% of HF Advisory Group's portfolio in Q3 2026, its #115 holding.
  • HF Advisory Group first reported a position in Ferguson in Q1 2026 and has held it in 3 quarters since.
  • HF Advisory Group's Ferguson position peaked at $1.19M in Q2 2026.
  • 221 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.