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Pallas Capital Advisors’s Ferguson FERG Stock Holding History

Pallas Capital 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 		$1.04M Buy
4,374
+113
+3% +$27.3K 0.03% 344
2026
Q1 		$994K Buy
4,261
+20
+0.5% +$4.87K 0.04% 333
2025
Q4 		$944K Sell
4,241
-161
-4% -$38.5K 0.03% 370
2025
Q3 		$989K Buy
4,402
+362
+9% +$82K 0.04% 347
2025
Q2 		$880K Sell
4,040
-77
-2% -$14.2K 0.03% 357
2025
Q1 		$660K Buy
+4,117
New +$714K 0.03% 394

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

Pallas Capital Advisors's FERG Position: Q2 2026 in Review

Pallas Capital Advisors increased its Ferguson (FERG) stake by 2.7% in Q2 2026, buying an estimated $27.3K and bringing the position to 4,374 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #344.

Pallas Capital Advisors first reported a position in FERG in Q1 2025 and has held it in 6 quarters since. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Pallas Capital Advisors held 4,374 shares of Ferguson worth $1.04M as of Q2 2026.
  • Pallas Capital Advisors bought 113 Ferguson shares in Q2 2026, an estimated $27.3K.
  • Ferguson made up 0.03% of Pallas Capital Advisors's portfolio in Q2 2026, its #344 holding.
  • Pallas Capital Advisors first reported a position in Ferguson in Q1 2025 and has held it in 6 quarters since.
  • 948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.