IAA
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Independent Advisor Alliance’s Ferguson FERG Stock Holding History

Independent Advisor Alliance’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 		$272K Buy
1,168
+15
+1% +$3.65K ﹤0.01% 1370
2025
Q4 		$257K Buy
1,153
+36
+3% +$8.6K 0.01% 844
2025
Q3 		$251K Buy
1,117
+123
+12% +$27.9K 0.01% 814
2025
Q2 		$216K Buy
+994
New +$183K 0.01% 822

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

Independent Advisor Alliance's FERG Position: Q1 2026 in Review

Independent Advisor Alliance increased its Ferguson (FERG) stake by 1.3% in Q1 2026, buying an estimated $3.65K and bringing the position to 1,168 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Independent Advisor Alliance first reported a position in FERG in Q2 2025 and has held it in 4 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Independent Advisor Alliance held 1,168 shares of Ferguson worth $272K as of Q1 2026.
  • Independent Advisor Alliance bought 15 Ferguson shares in Q1 2026, an estimated $3.65K.
  • Ferguson made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1370 holding.
  • Independent Advisor Alliance first reported a position in Ferguson in Q2 2025 and has held it in 4 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.