Larson Financial Group
FERG icon

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
Q3 		$67.3K Buy
302
+24
+9% +$5.56K ﹤0.01% 1449
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Larson Financial Group's FERG Position: Q3 2026 in Review

Larson Financial Group increased its Ferguson (FERG) stake by 8.6% in Q3 2026, buying an estimated $5.56K and bringing the position to 302 shares worth $67.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Larson Financial Group first reported a position in FERG in Q4 2023 and has held it in 12 quarters since. 456 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • Larson Financial Group held 302 shares of Ferguson worth $67.3K as of Q3 2026.
  • Larson Financial Group bought 24 Ferguson shares in Q3 2026, an estimated $5.56K.
  • Ferguson made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1449 holding.
  • Larson Financial Group first reported a position in Ferguson in Q4 2023 and has held it in 12 quarters since.
  • 456 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.