MFG
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Merit Financial Group’s Ferguson FERG Stock Holding History

Merit 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
2026
Q2 		$1.3M Buy
5,466
+244
+5% +$58.9K 0.01% 947
2026
Q1 		$1.22M Sell
5,222
-392
-7% -$95.4K 0.01% 890
2025
Q4 		$1.25M Buy
5,614
+325
+6% +$77.6K 0.01% 842
2025
Q3 		$1.19M Buy
5,289
+646
+14% +$146K 0.01% 778
2025
Q2 		$1.01M Buy
4,643
+399
+9% +$73.4K 0.01% 783
2025
Q1 		$680K Buy
4,244
+2,613
+160% +$453K 0.01% 806
2024
Q4 		$283K Buy
+1,631
New +$324K 0.01% 952
2024
Q3 		– Sell
-1,707
Closed -$331K – 873
2024
Q2 		$331K Sell
1,707
-665
-28% -$139K 0.01% 692
2024
Q1 		$515K Buy
+2,372
New +$473K 0.01% 567

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

Merit Financial Group's FERG Position: Q2 2026 in Review

Merit Financial Group increased its Ferguson (FERG) stake by 4.7% in Q2 2026, buying an estimated $58.9K and bringing the position to 5,466 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #947.

Merit Financial Group first reported a position in FERG in Q1 2024 and has held it in 9 quarters since. 940 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Merit Financial Group held 5,466 shares of Ferguson worth $1.3M as of Q2 2026.
  • Merit Financial Group bought 244 Ferguson shares in Q2 2026, an estimated $58.9K.
  • Ferguson made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #947 holding.
  • Merit Financial Group first reported a position in Ferguson in Q1 2024 and has held it in 9 quarters since.
  • 940 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.