IFP Advisors
FERG icon

IFP Advisors’s Ferguson FERG Stock Holding History

IFP 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
Q3 		$114K Buy
512
+22
+4% +$5.09K ﹤0.01% 1873
2026
Q2 		$116K Buy
490
+19
+4% +$4.58K ﹤0.01% 1867
2026
Q1 		$110K Buy
471
+42
+10% +$10.2K ﹤0.01% 1786
2025
Q4 		$95.5K Buy
429
+229
+115% +$54.7K ﹤0.01% 1822
2025
Q3 		$44.9K Buy
200
+71
+55% +$16.1K ﹤0.01% 2131
2025
Q2 		$35.9K Sell
129
-401
-76% -$73.8K ﹤0.01% 2220
2025
Q1 		$84.9K Sell
530
-23
-4% -$3.99K ﹤0.01% 1618
2024
Q4 		$96K Sell
553
-557
-50% -$111K ﹤0.01% 1484
2024
Q3 		$225K Buy
1,110
+518
+88% +$105K 0.01% 1034
2024
Q2 		$115K Buy
592
+26
+5% +$5.45K ﹤0.01% 1309
2024
Q1 		$124K Buy
566
+19
+3% +$3.79K 0.01% 1198
2023
Q4 		$106K Buy
547
+3
+0.6% +$506 0.01% 1217
2023
Q3 		$89.5K Sell
544
-216
-28% -$34.1K ﹤0.01% 1307
2023
Q2 		$120K Sell
760
-91
-11% -$13K 0.01% 1237
2023
Q1 		$60K Sell
851
-353
-29% -$49.1K ﹤0.01% 1489
2022
Q4 		$88K Buy
1,204
+45
+4% +$5.24K ﹤0.01% 1824
2022
Q3 		$85K Buy
1,159
+133
+13% +$15.5K ﹤0.01% 1975
2022
Q2 		$73K Hold
1,026
– – ﹤0.01% 1899
2022
Q1 		$73K Buy
1,026
+1,024
+51,200% +$158K ﹤0.01% 1898
2021
Q4 		$1K Buy
+2
New +$313 ﹤0.01% 2992

Other funds holding FERG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

IFP Advisors's FERG Position: Q3 2026 in Review

IFP Advisors increased its Ferguson (FERG) stake by 4.5% in Q3 2026, buying an estimated $5.09K and bringing the position to 512 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

IFP Advisors first reported a position in FERG in Q4 2021 and has held it in 20 quarters since. The position peaked at $225K in Q3 2024. 494 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • IFP Advisors held 512 shares of Ferguson worth $114K as of Q3 2026.
  • IFP Advisors bought 22 Ferguson shares in Q3 2026, an estimated $5.09K.
  • Ferguson made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1873 holding.
  • IFP Advisors first reported a position in Ferguson in Q4 2021 and has held it in 20 quarters since.
  • IFP Advisors's Ferguson position peaked at $225K in Q3 2024.
  • 494 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.