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Kestra Private Wealth Services’s Ferguson FERG Stock Holding History

Kestra Private Wealth Services’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 		$352K Sell
1,484
-1
-0.1% -$241 ﹤0.01% 1426
2026
Q1 		$346K Sell
1,485
-2
-0.1% -$487 ﹤0.01% 1386
2025
Q4 		$331K Buy
1,487
+63
+4% +$15.1K ﹤0.01% 1374
2025
Q3 		$320K Buy
+1,424
New +$322K ﹤0.01% 1327

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's FERG Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Ferguson (FERG) stake by 0.07% in Q2 2026, selling an estimated $241 and leaving 1,484 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Kestra Private Wealth Services first reported a position in FERG in Q3 2025 and has held it in 4 quarters since. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Kestra Private Wealth Services held 1,484 shares of Ferguson worth $352K as of Q2 2026.
  • Kestra Private Wealth Services sold 1 Ferguson share in Q2 2026, an estimated $241.
  • Ferguson made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1426 holding.
  • Kestra Private Wealth Services first reported a position in Ferguson in Q3 2025 and has held it in 4 quarters since.
  • 948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.