Mayflower Financial Advisors’s Ferguson FERG Stock Holding History

Mayflower Financial 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	$487K	Sell	2,052 -217	-10%	-$52.4K	0.04%	286
2026 Q1	$529K	Buy	2,269 +855	+60%	+$208K	0.06%	254
2025 Q4	$315K	Buy	1,414 +95	+7%	+$22.7K	0.04%	334
2025 Q3	$296K	Buy	1,319 +259	+24%	+$58.6K	0.04%	339
2025 Q2	$231K	Buy	+1,060	New	+$195K	0.03%	373
2024 Q4	–	Sell	-1,952	Closed	-$388K	–	385
2024 Q3	$388K	Buy	1,952 +61	+3%	+$12.4K	0.06%	258
2024 Q2	$366K	Buy	1,891 +383	+25%	+$80.3K	0.06%	256
2024 Q1	$329K	Buy	+1,508	New	+$300K	0.06%	267

Other funds holding FERG

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

WAS

Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return

Mayflower Financial Advisors's FERG Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Ferguson (FERG) stake by 9.6% in Q2 2026, selling an estimated $52.4K and leaving 2,052 shares worth $487K. The position accounts for 0.04% of the portfolio, ranked #286.

Mayflower Financial Advisors first reported a position in FERG in Q1 2024 and has held it in 8 quarters since. The position peaked at $529K in Q1 2026. 425 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Mayflower Financial Advisors held 2,052 shares of Ferguson worth $487K as of Q2 2026.
Mayflower Financial Advisors sold 217 Ferguson shares in Q2 2026, an estimated $52.4K.
Ferguson made up 0.04% of Mayflower Financial Advisors's portfolio in Q2 2026, its #286 holding.
Mayflower Financial Advisors first reported a position in Ferguson in Q1 2024 and has held it in 8 quarters since.
Mayflower Financial Advisors's Ferguson position peaked at $529K in Q1 2026.
425 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.