Root Financial Partners
FERG icon

Root Financial Partners’s Ferguson FERG Stock Holding History

Root Financial 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
Q3 		$104K Buy
+467
New +$108K ﹤0.01% 720
2026
Q2 		– Sell
-576
Closed -$134K – 1353
2026
Q1 		$134K Buy
576
+21
+4% +$5.11K 0.01% 450
2025
Q4 		$124K Sell
555
-179
-24% -$42.8K 0.01% 398
2025
Q3 		$165K Buy
+734
New +$166K 0.01% 319

Other funds holding FERG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's FERG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Ferguson (FERG) in Q3 2026: 467 shares worth $104K. The stake represents ﹤0.01% of the portfolio and ranks #720 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FERG as recently as Q1 2026.

Root Financial Partners first reported a position in FERG in Q3 2025 and has held it in 4 quarters since. The position peaked at $165K in Q3 2025. 791 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • Root Financial Partners held 467 shares of Ferguson worth $104K as of Q3 2026.
  • Ferguson was a new Root Financial Partners position in Q3 2026.
  • Ferguson made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #720 holding.
  • Root Financial Partners first reported a position in Ferguson in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Ferguson position peaked at $165K in Q3 2025.
  • 791 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.