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SOA Wealth Advisors’s Ferguson FERG Stock Holding History

SOA Wealth Advisors’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 		$2.71K Buy
+2,712
New +$654K ﹤0.01% 749

Other funds holding FERG

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

SOA Wealth Advisors's FERG Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Ferguson (FERG) in Q2 2026: 2,712 shares worth $2.71K. The stake represents ﹤0.01% of the portfolio and ranks #749 among its holdings.

151 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • SOA Wealth Advisors held 2,712 shares of Ferguson worth $2.71K as of Q2 2026.
  • Ferguson was a new SOA Wealth Advisors position in Q2 2026.
  • Ferguson made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #749 holding.
  • 151 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.