Mackenzie Financial
FERG icon

Mackenzie Financial’s Ferguson FERG Stock Holding History

Mackenzie 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
Q2 		$18.1M Buy
76,170
+27,420
+56% +$6.62M 0.02% 470
2026
Q1 		$11.4M Sell
48,750
-259
-0.5% -$63K 0.01% 498
2025
Q4 		$11M Buy
49,009
+9,552
+24% +$2.28M 0.01% 484
2025
Q3 		$8.86M Buy
39,457
+1,665
+4% +$377K 0.01% 519
2025
Q2 		$8.23M Buy
37,792
+3,183
+9% +$586K 0.01% 510
2025
Q1 		$5.55M Sell
34,609
-688,137
-95% -$119M 0.01% 556
2024
Q4 		$125M Buy
722,746
+4,411
+0.6% +$876K 0.17% 136
2024
Q3 		$143M Sell
718,335
-47,692
-6% -$9.66M 0.2% 117
2024
Q2 		$148M Buy
766,027
+187,659
+32% +$39.4M 0.22% 107
2024
Q1 		$126M Buy
578,368
+271,761
+89% +$54.1M 0.18% 127
2023
Q4 		$59.2M Buy
306,607
+302,702
+7,752% +$51.1M 0.09% 188
2023
Q3 		$627K Sell
3,905
-56
-1% -$8.84K ﹤0.01% 951
2023
Q2 		$623K Sell
3,961
-5,251
-57% -$748K ﹤0.01% 958
2023
Q1 		$1.22M Buy
+9,212
New +$1.28M ﹤0.01% 826
2022
Q4 		– Sell
-22,896
Closed -$2.4M – 1486
2022
Q3 		$2.4M Buy
22,896
+2,959
+15% +$345K ﹤0.01% 652
2022
Q2 		$2.21M Sell
19,937
-91,135
-82% -$11M ﹤0.01% 705
2022
Q1 		$14.9M Sell
111,072
-44,290
-29% -$6.83M 0.02% 408
2021
Q4 		$27.9M Sell
155,362
-29,249
-16% -$4.58M 0.04% 311
2021
Q3 		$25.8M Buy
184,611
+15,649
+9% +$2.23M 0.04% 307
2021
Q2 		$23.6M Buy
+168,962
New +$22.4M 0.03% 314

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

Mackenzie Financial's FERG Position: Q2 2026 in Review

Mackenzie Financial increased its Ferguson (FERG) stake by 56% in Q2 2026, buying an estimated $6.62M and bringing the position to 76,170 shares worth $18.1M. The position accounts for 0.02% of the portfolio, ranked #470.

Mackenzie Financial first reported a position in FERG in Q2 2021 and has held it in 20 quarters since. The position peaked at $148M in Q2 2024. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Mackenzie Financial held 76,170 shares of Ferguson worth $18.1M as of Q2 2026.
  • Mackenzie Financial bought 27,420 Ferguson shares in Q2 2026, an estimated $6.62M.
  • Ferguson made up 0.02% of Mackenzie Financial's portfolio in Q2 2026, its #470 holding.
  • Mackenzie Financial first reported a position in Ferguson in Q2 2021 and has held it in 20 quarters since.
  • Mackenzie Financial's Ferguson position peaked at $148M in Q2 2024.
  • 939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.