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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
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 $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

Principal Securities's FERG Position: Q1 2026 in Review

Principal Securities increased its Ferguson (FERG) stake by 226% in Q1 2026, buying an estimated $657K and bringing the position to 3,894 shares worth $908K. The position accounts for 0.01% of the portfolio, ranked #753.

Principal Securities first reported a position in FERG in Q4 2023 and has held it in 10 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Principal Securities held 3,894 shares of Ferguson worth $908K as of Q1 2026.
  • Principal Securities bought 2,700 Ferguson shares in Q1 2026, an estimated $657K.
  • Ferguson made up 0.01% of Principal Securities's portfolio in Q1 2026, its #753 holding.
  • Principal Securities first reported a position in Ferguson in Q4 2023 and has held it in 10 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.