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OneAscent Family Office’s Ferguson FERG Stock Holding History

OneAscent Family Office’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 		$202K Buy
+853
New +$206K 0.1% 244
2026
Q1 		– Sell
-915
Closed -$204K – 194
2025
Q4 		$204K Buy
+915
New +$219K 0.14% 175

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 $3.38T 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

OneAscent Family Office's FERG Position: Q2 2026 in Review

OneAscent Family Office opened a new position in Ferguson (FERG) in Q2 2026: 853 shares worth $202K. The stake represents 0.1% of the portfolio and ranks #244 among its holdings. This is a return to the name: OneAscent Family Office previously reported a position in FERG as recently as Q4 2025.

OneAscent Family Office first reported a position in FERG in Q4 2025 and has held it in 2 quarters since. The position peaked at $204K in Q4 2025. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • OneAscent Family Office held 853 shares of Ferguson worth $202K as of Q2 2026.
  • Ferguson was a new OneAscent Family Office position in Q2 2026.
  • Ferguson made up 0.1% of OneAscent Family Office's portfolio in Q2 2026, its #244 holding.
  • OneAscent Family Office first reported a position in Ferguson in Q4 2025 and has held it in 2 quarters since.
  • OneAscent Family Office's Ferguson position peaked at $204K in Q4 2025.
  • 948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.