KFI
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Key Financial Inc’s Ferguson FERG Stock Holding History

Key Financial Inc’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 		$7.36K Hold
31
– – ﹤0.01% 946
2026
Q1 		$7.23K Sell
31
-3
-9% -$730 ﹤0.01% 954
2025
Q4 		$7.57K Hold
34
– – ﹤0.01% 952
2025
Q3 		$7.67K Buy
34
+3
+10% +$679 ﹤0.01% 949
2025
Q2 		$6.75K Buy
+31
New +$5.71K ﹤0.01% 965
2024
Q3 		– Sell
-31
Closed -$6K – 1355
2024
Q2 		$6K Buy
31
+2
+7% +$419 ﹤0.01% 909
2024
Q1 		$6.33K Hold
29
– – ﹤0.01% 876
2023
Q4 		$5.6K Hold
29
– – ﹤0.01% 892
2023
Q3 		$4.77K Hold
29
– – ﹤0.01% 927
2023
Q2 		$4.56K Buy
+29
New +$4.13K ﹤0.01% 963

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

Key Financial Inc's FERG Position: Q2 2026 in Review

Key Financial Inc held its Ferguson (FERG) position steady in Q2 2026 at 31 shares worth $7.36K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Key Financial Inc first reported a position in FERG in Q2 2023 and has held it in 10 quarters since. The position peaked at $7.67K in Q3 2025. 947 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Key Financial Inc held 31 shares of Ferguson worth $7.36K as of Q2 2026.
  • Key Financial Inc left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #946 holding.
  • Key Financial Inc first reported a position in Ferguson in Q2 2023 and has held it in 10 quarters since.
  • Key Financial Inc's Ferguson position peaked at $7.67K in Q3 2025.
  • 947 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.