Principal Financial Group’s Ferguson FERG Stock Holding History

Principal Financial Group’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	$5.01M	Buy	21,498 +174	+0.8%	+$42.3K	﹤0.01%	1627
2025 Q4	$4.75M	Buy	21,324 +272	+1%	+$65K	﹤0.01%	1636
2025 Q3	$4.73M	Sell	21,052 -1,097	-5%	-$248K	﹤0.01%	1608
2025 Q2	$4.82M	Sell	22,149 -3,955	-15%	-$728K	﹤0.01%	1588
2025 Q1	$4.18M	Sell	26,104 -1,120	-4%	-$194K	﹤0.01%	1609
2024 Q4	$4.73M	Sell	27,224 -4,801	-15%	-$953K	﹤0.01%	1608
2024 Q3	$6.36M	Buy	32,025 +7,862	+33%	+$1.59M	﹤0.01%	1480
2024 Q2	$4.68M	Sell	24,163 -403	-2%	-$84.5K	﹤0.01%	1569
2024 Q1	$5.37M	Buy	24,566 +7,610	+45%	+$1.52M	﹤0.01%	1542
2023 Q4	$3.27M	Sell	16,956 -22,222	-57%	-$3.75M	﹤0.01%	1682
2023 Q3	$6.44M	Buy	39,178 +17,777	+83%	+$2.81M	﹤0.01%	1434
2023 Q2	$3.37M	Buy	21,401 +4,665	+28%	+$664K	﹤0.01%	1654
2023 Q1	$2.24M	Hold	16,736	–	–	﹤0.01%	1742
2022 Q4	$2.12M	Buy	+16,736	New	+$1.95M	﹤0.01%	1752

Other funds holding FERG

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Principal Financial Group's FERG Position: Q1 2026 in Review

Principal Financial Group increased its Ferguson (FERG) stake by 0.82% in Q1 2026, buying an estimated $42.3K and bringing the position to 21,498 shares worth $5.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Principal Financial Group first reported a position in FERG in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.44M in Q3 2023. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

Principal Financial Group held 21,498 shares of Ferguson worth $5.01M as of Q1 2026.
Principal Financial Group bought 174 Ferguson shares in Q1 2026, an estimated $42.3K.
Ferguson made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1627 holding.
Principal Financial Group first reported a position in Ferguson in Q4 2022 and has held it in 14 quarters since.
Principal Financial Group's Ferguson position peaked at $6.44M in Q3 2023.
927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.