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Lebenthal Global Advisors’s Ferguson FERG Stock Holding History

Lebenthal Global Advisors’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 		$310K Sell
1,329
-317
-19% -$77.1K 0.05% 176
2025
Q4 		$366K Buy
1,646
+100
+6% +$23.9K 0.06% 160
2025
Q3 		$347K Buy
1,546
+16
+1% +$3.62K 0.06% 171
2025
Q2 		$333K Buy
+1,530
New +$282K 0.06% 160

Other funds holding FERG

BlackRock
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Lebenthal Global Advisors's FERG Position: Q1 2026 in Review

Lebenthal Global Advisors reduced its Ferguson (FERG) stake by 19% in Q1 2026, selling an estimated $77.1K and leaving 1,329 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #176.

Lebenthal Global Advisors first reported a position in FERG in Q2 2025 and has held it in 4 quarters since. The position peaked at $366K in Q4 2025. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Lebenthal Global Advisors held 1,329 shares of Ferguson worth $310K as of Q1 2026.
  • Lebenthal Global Advisors sold 317 Ferguson shares in Q1 2026, an estimated $77.1K.
  • Ferguson made up 0.05% of Lebenthal Global Advisors's portfolio in Q1 2026, its #176 holding.
  • Lebenthal Global Advisors first reported a position in Ferguson in Q2 2025 and has held it in 4 quarters since.
  • Lebenthal Global Advisors's Ferguson position peaked at $366K in Q4 2025.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.