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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Pallas Capital Advisors's FERG Position: Q1 2026 in Review

Pallas Capital Advisors increased its Ferguson (FERG) stake by 0.47% in Q1 2026, buying an estimated $4.87K and bringing the position to 4,261 shares worth $994K. The position accounts for 0.04% of the portfolio, ranked #333.

Pallas Capital Advisors first reported a position in FERG in Q1 2025 and has held it in 5 quarters since. 928 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Pallas Capital Advisors held 4,261 shares of Ferguson worth $994K as of Q1 2026.
  • Pallas Capital Advisors bought 20 Ferguson shares in Q1 2026, an estimated $4.87K.
  • Ferguson made up 0.04% of Pallas Capital Advisors's portfolio in Q1 2026, its #333 holding.
  • Pallas Capital Advisors first reported a position in Ferguson in Q1 2025 and has held it in 5 quarters since.
  • 928 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.