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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
Q2 		$8.42M Buy
35,487
+16,685
+89% +$4.03M 0.06% 281
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
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
JT
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 $3.37T AUM 44.26% 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

Jefferies Financial Group's FERG Position: Q2 2026 in Review

Jefferies Financial Group increased its Ferguson (FERG) stake by 89% in Q2 2026, buying an estimated $4.03M and bringing the position to 35,487 shares worth $8.42M. The position accounts for 0.06% of the portfolio, ranked #281.

Jefferies Financial Group first reported a position in FERG in Q4 2022 and has held it in 12 quarters since. The position peaked at $73.9M in Q1 2023. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Jefferies Financial Group held 35,487 shares of Ferguson worth $8.42M as of Q2 2026.
  • Jefferies Financial Group bought 16,685 Ferguson shares in Q2 2026, an estimated $4.03M.
  • Ferguson made up 0.06% of Jefferies Financial Group's portfolio in Q2 2026, its #281 holding.
  • Jefferies Financial Group first reported a position in Ferguson in Q4 2022 and has held it in 12 quarters since.
  • Jefferies Financial Group's Ferguson position peaked at $73.9M in Q1 2023.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.