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PBMares Wealth Management’s Ferguson FERG Stock Holding History

PBMares Wealth Management’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
2025
Q3 		$771K Hold
3,433
– – 0.13% 88
2025
Q2 		$748K Sell
3,433
-2
-0.1% -$368 0.14% 85
2025
Q1 		$550K Buy
+3,435
New +$596K 0.11% 101

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PBMares Wealth Management's FERG Position: Q3 2025 in Review

PBMares Wealth Management held its Ferguson (FERG) position steady in Q3 2025 at 3,433 shares worth $771K. The position accounts for 0.13% of the portfolio, ranked #88.

PBMares Wealth Management first reported a position in FERG in Q1 2025 and has held it in 3 quarters since. 884 funds tracked by Wall St. Rank hold FERG as of Q3 2025.

  • PBMares Wealth Management held 3,433 shares of Ferguson worth $771K as of Q3 2025.
  • PBMares Wealth Management left its Ferguson share count unchanged in Q3 2025.
  • Ferguson made up 0.13% of PBMares Wealth Management's portfolio in Q3 2025, its #88 holding.
  • PBMares Wealth Management first reported a position in Ferguson in Q1 2025 and has held it in 3 quarters since.
  • 884 funds tracked by Wall St. Rank held Ferguson as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.