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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
Q2 		$362K Buy
1,527
+198
+15% +$47.8K 0.05% 169
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 $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

Lebenthal Global Advisors's FERG Position: Q2 2026 in Review

Lebenthal Global Advisors increased its Ferguson (FERG) stake by 15% in Q2 2026, buying an estimated $47.8K and bringing the position to 1,527 shares worth $362K. The position accounts for 0.05% of the portfolio, ranked #169.

Lebenthal Global Advisors first reported a position in FERG in Q2 2025 and has held it in 5 quarters since. The position peaked at $366K in Q4 2025. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Lebenthal Global Advisors held 1,527 shares of Ferguson worth $362K as of Q2 2026.
  • Lebenthal Global Advisors bought 198 Ferguson shares in Q2 2026, an estimated $47.8K.
  • Ferguson made up 0.05% of Lebenthal Global Advisors's portfolio in Q2 2026, its #169 holding.
  • Lebenthal Global Advisors first reported a position in Ferguson in Q2 2025 and has held it in 5 quarters since.
  • Lebenthal Global Advisors's Ferguson position peaked at $366K in Q4 2025.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.