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Principal Securities’s Ferguson FERG Stock Holding History

Principal Securities’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 		$1M Buy
4,225
+331
+9% +$79.9K 0.01% 784
2026
Q1 		$908K Buy
3,894
+2,700
+226% +$657K 0.01% 753
2025
Q4 		$266K Sell
1,194
-647
-35% -$155K ﹤0.01% 1191
2025
Q3 		$413K Sell
1,841
-315
-15% -$71.3K 0.01% 980
2025
Q2 		$469K Sell
2,156
-930
-30% -$171K 0.01% 885
2025
Q1 		$536K Hold
3,086
– – 0.01% 744
2024
Q4 		$536K Buy
3,086
+175
+6% +$34.8K 0.01% 739
2024
Q3 		$578K Buy
2,911
+215
+8% +$43.6K 0.01% 711
2024
Q2 		$522K Buy
2,696
+123
+5% +$25.8K 0.01% 686
2024
Q1 		$562K Sell
2,573
-2,040
-44% -$406K 0.02% 620
2023
Q4 		$891K Buy
+4,613
New +$778K 0.03% 446

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 $3.37T AUM 44.26% 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

Principal Securities's FERG Position: Q2 2026 in Review

Principal Securities increased its Ferguson (FERG) stake by 8.5% in Q2 2026, buying an estimated $79.9K and bringing the position to 4,225 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #784.

Principal Securities first reported a position in FERG in Q4 2023 and has held it in 11 quarters since. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Principal Securities held 4,225 shares of Ferguson worth $1M as of Q2 2026.
  • Principal Securities bought 331 Ferguson shares in Q2 2026, an estimated $79.9K.
  • Ferguson made up 0.01% of Principal Securities's portfolio in Q2 2026, its #784 holding.
  • Principal Securities first reported a position in Ferguson in Q4 2023 and has held it in 11 quarters since.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.