Jefferies Financial Group’s Ferguson FERG Stock Holding History

Jefferies Financial 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 Q1	$4.39M	Buy	18,802 +1,668	+10%	+$406K	0.03%	378
2025 Q4	$3.81M	Sell	17,134 -7,365	-30%	-$1.76M	0.02%	563
2025 Q3	$5.5M	Buy	24,499 +19,394	+380%	+$4.39M	0.03%	346
2025 Q2	$1.11M	Sell	5,105 -6,622	-56%	-$1.22M	0.01%	705
2025 Q1	$1.87M	Buy	11,727 +9,077	+343%	+$1.57M	0.02%	599
2024 Q4	$460K	Sell	2,650 -11,091	-81%	-$2.2M	﹤0.01%	1130
2024 Q3	$2.73M	Buy	13,741 +11,908	+650%	+$2.41M	0.02%	488
2024 Q2	$355K	Buy	+1,833	New	+$384K	﹤0.01%	1062
2023 Q4	–	Sell	-14,352	Closed	-$2.36M	–	1791
2023 Q3	$2.36M	Buy	+14,352	New	+$2.27M	0.02%	573
2023 Q2	–	Sell	-561,033	Closed	-$73.9M	–	1785
2023 Q1	$73.9M	Buy	561,033 +543,233	+3,052%	+$75.5M	0.6%	22
2022 Q4	$2.26M	Buy	+17,800	New	+$2.07M	0.02%	616

Other funds holding FERG

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Jefferies Financial Group's FERG Position: Q1 2026 in Review

Jefferies Financial Group increased its Ferguson (FERG) stake by 9.7% in Q1 2026, buying an estimated $406K and bringing the position to 18,802 shares worth $4.39M. The position accounts for 0.03% of the portfolio, ranked #378.

Jefferies Financial Group first reported a position in FERG in Q4 2022 and has held it in 11 quarters since. The position peaked at $73.9M in Q1 2023. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

Jefferies Financial Group held 18,802 shares of Ferguson worth $4.39M as of Q1 2026.
Jefferies Financial Group bought 1,668 Ferguson shares in Q1 2026, an estimated $406K.
Ferguson made up 0.03% of Jefferies Financial Group's portfolio in Q1 2026, its #378 holding.
Jefferies Financial Group first reported a position in Ferguson in Q4 2022 and has held it in 11 quarters since.
Jefferies Financial Group's Ferguson position peaked at $73.9M in Q1 2023.
927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.