Keystone Financial Services (Colorado)’s Ferguson FERG Stock Holding History

Keystone Financial Services (Colorado)’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	$616K	Buy	+2,641	New	+$643K	0.18%	59

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

Keystone Financial Services (Colorado)'s FERG Position: Q1 2026 in Review

Keystone Financial Services (Colorado) opened a new position in Ferguson (FERG) in Q1 2026: 2,641 shares worth $616K. The stake represents 0.18% of the portfolio and ranks #59 among its holdings.

927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

Keystone Financial Services (Colorado) held 2,641 shares of Ferguson worth $616K as of Q1 2026.
Ferguson was a new Keystone Financial Services (Colorado) position in Q1 2026.
Ferguson made up 0.18% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #59 holding.
927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.