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Larson Financial Group’s Ferguson FERG Stock Holding History

Larson Financial Group’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 		$66K Hold
278
– – ﹤0.01% 1397
2026
Q1 		$64.8K Buy
278
+70
+34% +$17K ﹤0.01% 1211
2025
Q4 		$46.3K Sell
208
-69
-25% -$16.5K ﹤0.01% 1267
2025
Q3 		$62.2K Sell
277
-2
-0.7% -$453 ﹤0.01% 1075
2025
Q2 		$60.8K Buy
279
+207
+288% +$38.1K ﹤0.01% 1004
2025
Q1 		$11.5K Buy
72
+20
+38% +$3.47K ﹤0.01% 1579
2024
Q4 		$9.03K Buy
52
+44
+550% +$8.74K ﹤0.01% 1520
2024
Q3 		$1.59K Buy
8
+2
+33% +$405 ﹤0.01% 1899
2024
Q2 		$1.16K Hold
6
– – ﹤0.01% 1678
2024
Q1 		$1.31K Hold
6
– – ﹤0.01% 1421
2023
Q4 		$1.16K Buy
+6
New +$1.01K ﹤0.01% 1444

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

Larson Financial Group's FERG Position: Q2 2026 in Review

Larson Financial Group held its Ferguson (FERG) position steady in Q2 2026 at 278 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Larson Financial Group first reported a position in FERG in Q4 2023 and has held it in 11 quarters since. 947 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Larson Financial Group held 278 shares of Ferguson worth $66K as of Q2 2026.
  • Larson Financial Group left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1397 holding.
  • Larson Financial Group first reported a position in Ferguson in Q4 2023 and has held it in 11 quarters since.
  • 947 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.