Lee Financial
FERG icon

Lee Financial’s Ferguson FERG Stock Holding History

Lee 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
Q3 		$1.41M Sell
6,319
-17
-0.3% -$3.94K 0.18% 59
2026
Q2 		$1.5M Sell
6,336
-22
-0.3% -$5.31K 0.19% 53
2026
Q1 		$1.48M Sell
6,358
-30
-0.5% -$7.3K 0.21% 50
2025
Q4 		$1.42M Sell
6,388
-792
-11% -$189K 0.19% 58
2025
Q3 		$1.61M Sell
7,180
-81
-1% -$18.3K 0.2% 56
2025
Q2 		$1.58M Buy
7,261
+705
+11% +$130K 0.23% 50
2025
Q1 		$1.05M Buy
6,556
+185
+3% +$32.1K 0.16% 68
2024
Q4 		$1.11M Sell
6,371
-104
-2% -$20.7K 0.16% 73
2024
Q3 		$1.29M Buy
6,475
+607
+10% +$123K 0.18% 64
2024
Q2 		$1.14M Sell
5,868
-369
-6% -$77.4K 0.19% 61
2024
Q1 		$1.36M Sell
6,237
-62
-1% -$12.4K 0.23% 52
2023
Q4 		$1.22M Buy
6,299
+1,323
+27% +$223K 0.21% 56
2023
Q3 		$818K Buy
4,976
+219
+5% +$34.6K 0.15% 63
2023
Q2 		$749K Buy
+4,757
New +$678K 0.13% 69
2023
Q1 		– Sell
-50
Closed -$6.35K – 856
2022
Q4 		$6.35K Hold
50
– – ﹤0.01% 515
2022
Q3 		$5K Buy
+50
New +$5.83K ﹤0.01% 537

Other funds holding FERG

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Lee Financial's FERG Position: Q3 2026 in Review

Lee Financial reduced its Ferguson (FERG) stake by 0.27% in Q3 2026, selling an estimated $3.94K and leaving 6,319 shares worth $1.41M. The position accounts for 0.18% of the portfolio, ranked #59.

Lee Financial first reported a position in FERG in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.61M in Q3 2025. 217 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • Lee Financial held 6,319 shares of Ferguson worth $1.41M as of Q3 2026.
  • Lee Financial sold 17 Ferguson shares in Q3 2026, an estimated $3.94K.
  • Ferguson made up 0.18% of Lee Financial's portfolio in Q3 2026, its #59 holding.
  • Lee Financial first reported a position in Ferguson in Q3 2022 and has held it in 16 quarters since.
  • Lee Financial's Ferguson position peaked at $1.61M in Q3 2025.
  • 217 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.