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Prospera Financial Services’s Ferguson FERG Stock Holding History

Prospera Financial Services’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 		$396K Buy
+1,670
New +$403K 0.01% 1133
2023
Q2 		– Sell
-2,694
Closed -$360K – 1030
2023
Q1 		$360K Buy
2,694
+176
+7% +$24.5K 0.01% 718
2022
Q4 		$320K Buy
2,518
+286
+13% +$33.3K 0.02% 675
2022
Q3 		$230K Buy
+2,232
New +$260K 0.01% 736
2022
Q2 		– Sell
-278
Closed -$37K – 1940
2022
Q1 		$37K Buy
+278
New +$42.9K ﹤0.01% 1496

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

Prospera Financial Services's FERG Position: Q2 2026 in Review

Prospera Financial Services opened a new position in Ferguson (FERG) in Q2 2026: 1,670 shares worth $396K. The stake represents 0.01% of the portfolio and ranks #1133 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in FERG as recently as Q1 2023.

Prospera Financial Services first reported a position in FERG in Q1 2022 and has held it in 5 quarters since. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Prospera Financial Services held 1,670 shares of Ferguson worth $396K as of Q2 2026.
  • Ferguson was a new Prospera Financial Services position in Q2 2026.
  • Ferguson made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1133 holding.
  • Prospera Financial Services first reported a position in Ferguson in Q1 2022 and has held it in 5 quarters since.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.