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JFS Wealth Advisors’s Ferguson FERG Stock Holding History

JFS Wealth 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
Q2 		$22.4K Buy
94
+3
+3% +$724 ﹤0.01% 745
2026
Q1 		$21.3K Buy
91
+2
+2% +$487 ﹤0.01% 717
2025
Q4 		$19.8K Buy
89
+41
+85% +$9.79K ﹤0.01% 748
2025
Q3 		$10.8K Buy
48
+10
+26% +$2.26K ﹤0.01% 873
2025
Q2 		$8.28K Sell
38
-19
-33% -$3.5K ﹤0.01% 924
2025
Q1 		$9.13K Buy
57
+1
+2% +$173 ﹤0.01% 906
2024
Q4 		$9.72K Sell
56
-7
-11% -$1.39K ﹤0.01% 861
2024
Q3 		$12.5K Sell
63
-2
-3% -$405 ﹤0.01% 781
2024
Q2 		$12.6K Sell
65
-46
-41% -$9.65K ﹤0.01% 723
2024
Q1 		$24.2K Buy
111
+77
+226% +$15.3K ﹤0.01% 587
2023
Q4 		$6.57K Buy
34
+7
+26% +$1.18K ﹤0.01% 946
2023
Q3 		$4.44K Sell
27
-6
-18% -$947 ﹤0.01% 1037
2023
Q2 		$5.19K Sell
33
-19
-37% -$2.71K ﹤0.01% 985
2023
Q1 		$6.96K Hold
52
– – ﹤0.01% 860
2022
Q4 		$6.6K Buy
52
+31
+148% +$3.61K ﹤0.01% 876
2022
Q3 		$2K Buy
21
+13
+163% +$1.52K ﹤0.01% 1313
2022
Q2 		$1K Sell
8
-23
-74% -$2.79K ﹤0.01% 1518
2022
Q1 		$4K Buy
31
+24
+343% +$3.7K ﹤0.01% 1133
2021
Q4 		$1K Buy
+7
New +$1.1K ﹤0.01% 1346

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

JFS Wealth Advisors's FERG Position: Q2 2026 in Review

JFS Wealth Advisors increased its Ferguson (FERG) stake by 3.3% in Q2 2026, buying an estimated $724 and bringing the position to 94 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

JFS Wealth Advisors first reported a position in FERG in Q4 2021 and has held it in 19 quarters since. The position peaked at $24.2K in Q1 2024. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • JFS Wealth Advisors held 94 shares of Ferguson worth $22.4K as of Q2 2026.
  • JFS Wealth Advisors bought 3 Ferguson shares in Q2 2026, an estimated $724.
  • Ferguson made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #745 holding.
  • JFS Wealth Advisors first reported a position in Ferguson in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Ferguson position peaked at $24.2K in Q1 2024.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.