MFG
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Mendota Financial Group’s Ferguson FERG Stock Holding History

Mendota Financial Group’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
2025
Q4 		– Sell
-307
Closed -$68.9K – 105
2025
Q3 		$68.9K Buy
+307
New +$69.5K 0.05% 60
2024
Q4 		– Sell
-1
Closed -$199 – 669
2024
Q3 		$199 Buy
+1
New +$203 ﹤0.01% 636
2024
Q1 		– Sell
-594
Closed -$115K – 347
2023
Q4 		$115K Buy
+594
New +$100K 0.09% 136

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mendota Financial Group's FERG Position: Q4 2025 in Review

Mendota Financial Group sold out of Ferguson (FERG) in Q4 2025, closing a stake of 307 shares — an estimated $68.9K sold.

Mendota Financial Group first reported a position in FERG in Q4 2023 and held it in 3 quarters. The position peaked at $115K in Q4 2023. 908 funds tracked by Wall St. Rank hold FERG as of Q4 2025.

  • Mendota Financial Group reported no remaining Ferguson position as of Q4 2025 after selling out during the quarter.
  • Mendota Financial Group sold 307 Ferguson shares in Q4 2025, an estimated $68.9K.
  • Mendota Financial Group first reported a position in Ferguson in Q4 2023 and held it in 3 quarters.
  • Mendota Financial Group's Ferguson position peaked at $115K in Q4 2023.
  • 908 funds tracked by Wall St. Rank held Ferguson as of Q4 2025.

Based on Mendota Financial Group's 13F filing for Q4 2025, filed 20 Jan 2026.