Rossby Financial’s Ferguson FERG Stock Holding History

Rossby Financial’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	$7.36K	Buy	31 +2	+7%	+$483	﹤0.01%	1279
2026 Q1	$6.93K	Buy	29 +16	+123%	+$3.89K	﹤0.01%	1386
2025 Q4	$2.89K	Buy	+13	New	+$3.11K	﹤0.01%	1263

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Rossby Financial's FERG Position: Q2 2026 in Review

Rossby Financial increased its Ferguson (FERG) stake by 6.9% in Q2 2026, buying an estimated $483 and bringing the position to 31 shares worth $7.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Rossby Financial first reported a position in FERG in Q4 2025 and has held it in 3 quarters since. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Rossby Financial held 31 shares of Ferguson worth $7.36K as of Q2 2026.
Rossby Financial bought 2 Ferguson shares in Q2 2026, an estimated $483.
Ferguson made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1279 holding.
Rossby Financial first reported a position in Ferguson in Q4 2025 and has held it in 3 quarters since.
946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.