KF
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Krilogy Financial’s Ferguson FERG Stock Holding History

Krilogy Financial’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 		$1.06M Buy
4,448
+572
+15% +$138K 0.03% 379
2026
Q1 		$996K Buy
3,876
+1,047
+37% +$255K 0.03% 369
2025
Q4 		$720K Buy
2,829
+813
+40% +$194K 0.02% 434
2025
Q3 		$502K Buy
+2,016
New +$456K 0.02% 526

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

Krilogy Financial's FERG Position: Q2 2026 in Review

Krilogy Financial increased its Ferguson (FERG) stake by 15% in Q2 2026, buying an estimated $138K and bringing the position to 4,448 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #379.

Krilogy Financial first reported a position in FERG in Q3 2025 and has held it in 4 quarters since. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Krilogy Financial held 4,448 shares of Ferguson worth $1.06M as of Q2 2026.
  • Krilogy Financial bought 572 Ferguson shares in Q2 2026, an estimated $138K.
  • Ferguson made up 0.03% of Krilogy Financial's portfolio in Q2 2026, its #379 holding.
  • Krilogy Financial first reported a position in Ferguson in Q3 2025 and has held it in 4 quarters since.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.