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Parcion Private Wealth’s Ferguson FERG Stock Holding History

Parcion Private Wealth’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 		– Sell
-960
Closed -$214K – 456
2025
Q4 		$214K Sell
960
-61
-6% -$14.6K 0.01% 398
2025
Q3 		$229K Buy
+1,021
New +$231K 0.01% 322

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

Parcion Private Wealth's FERG Position: Q1 2026 in Review

Parcion Private Wealth sold out of Ferguson (FERG) in Q1 2026, closing a stake of 960 shares — an estimated $214K sold.

Parcion Private Wealth first reported a position in FERG in Q3 2025 and held it in 2 quarters. The position peaked at $229K in Q3 2025. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Parcion Private Wealth reported no remaining Ferguson position as of Q1 2026 after selling out during the quarter.
  • Parcion Private Wealth sold 960 Ferguson shares in Q1 2026, an estimated $214K.
  • Parcion Private Wealth first reported a position in Ferguson in Q3 2025 and held it in 2 quarters.
  • Parcion Private Wealth's Ferguson position peaked at $229K in Q3 2025.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.