Principal Street Partners’s Ferguson FERG Stock Holding History

Principal Street Partners’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	$314K	Hold	1,348	–	–	0.05%	166
2025 Q4	$300K	Hold	1,348	–	–	0.05%	172
2025 Q3	$303K	Sell	1,348 -1,348	-50%	-$305K	0.05%	195
2025 Q2	$587K	Buy	+2,696	New	+$496K	0.06%	186
2025 Q1	–	Sell	-1,320	Closed	-$229K	–	250
2024 Q4	$229K	Buy	1,320 +108	+9%	+$21.4K	0.05%	205
2024 Q3	$235K	Hold	1,212	–	–	0.04%	200
2024 Q2	$235K	Hold	1,212	–	–	0.04%	214
2024 Q1	$268K	Hold	1,212	–	–	0.05%	195
2023 Q4	$234K	Buy	+1,212	New	+$204K	0.06%	186

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 Street Partners's FERG Position: Q1 2026 in Review

Principal Street Partners held its Ferguson (FERG) position steady in Q1 2026 at 1,348 shares worth $314K. The position accounts for 0.05% of the portfolio, ranked #166.

Principal Street Partners first reported a position in FERG in Q4 2023 and has held it in 9 quarters since. The position peaked at $587K in Q2 2025. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

Principal Street Partners held 1,348 shares of Ferguson worth $314K as of Q1 2026.
Principal Street Partners left its Ferguson share count unchanged in Q1 2026.
Ferguson made up 0.05% of Principal Street Partners's portfolio in Q1 2026, its #166 holding.
Principal Street Partners first reported a position in Ferguson in Q4 2023 and has held it in 9 quarters since.
Principal Street Partners's Ferguson position peaked at $587K in Q2 2025.
927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.