Stifel Financial
FERG icon

Stifel Financial’s Ferguson FERG Stock Holding History

Stifel 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 		$287M Sell
1,208,552
-69,136
-5% -$16.7M 0.24% 93
2026
Q1 		$298M Sell
1,277,688
-14,980
-1% -$3.65M 0.27% 81
2025
Q4 		$288M Sell
1,292,668
-87,253
-6% -$20.8M 0.26% 85
2025
Q3 		$310M Buy
1,379,921
+1,273,215
+1,193% +$288M 0.28% 74
2025
Q2 		$23.2M Buy
106,706
+22,131
+26% +$4.07M 0.02% 537
2025
Q1 		$13.6M Sell
84,575
-9,505
-10% -$1.65M 0.01% 722
2024
Q4 		$16.3M Buy
94,080
+6,949
+8% +$1.38M 0.02% 649
2024
Q3 		$17.3M Sell
87,131
-28,205
-24% -$5.71M 0.02% 628
2024
Q2 		$22.3M Sell
115,336
-545
-0.5% -$114K 0.03% 504
2024
Q1 		$25.3M Buy
115,881
+4,124
+4% +$822K 0.03% 461
2023
Q4 		$21.6M Buy
111,757
+12,578
+13% +$2.12M 0.03% 486
2023
Q3 		$16.3M Buy
99,179
+5,651
+6% +$892K 0.02% 540
2023
Q2 		$14.7M Buy
93,528
+32,894
+54% +$4.68M 0.02% 573
2023
Q1 		$8.11M Buy
60,634
+5,420
+10% +$753K 0.01% 774
2022
Q4 		$7.01M Sell
55,214
-10,887
-16% -$1.27M 0.01% 818
2022
Q3 		$6.8M Buy
66,101
+20,105
+44% +$2.35M 0.01% 791
2022
Q2 		$5.09M Sell
45,996
-2,463
-5% -$298K 0.01% 967
2022
Q1 		$6.5M Buy
48,459
+41,660
+613% +$6.43M 0.01% 925
2021
Q4 		$1.22M Sell
6,799
-637
-9% -$99.8K ﹤0.01% 1965
2021
Q3 		$1.04M Sell
7,436
-88
-1% -$12.5K ﹤0.01% 2072
2021
Q2 		$1.05M Buy
7,524
+262
+4% +$34.8K ﹤0.01% 2056
2021
Q1 		$872K Buy
+7,262
New +$886K ﹤0.01% 2080

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

Stifel Financial's FERG Position: Q2 2026 in Review

Stifel Financial reduced its Ferguson (FERG) stake by 5.4% in Q2 2026, selling an estimated $16.7M and leaving 1,208,552 shares worth $287M. The position accounts for 0.24% of the portfolio, ranked #93.

Stifel Financial first reported a position in FERG in Q1 2021 and has held it in 22 quarters since. The position peaked at $310M in Q3 2025. 944 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Stifel Financial held 1,208,552 shares of Ferguson worth $287M as of Q2 2026.
  • Stifel Financial sold 69,136 Ferguson shares in Q2 2026, an estimated $16.7M.
  • Ferguson made up 0.24% of Stifel Financial's portfolio in Q2 2026, its #93 holding.
  • Stifel Financial first reported a position in Ferguson in Q1 2021 and has held it in 22 quarters since.
  • Stifel Financial's Ferguson position peaked at $310M in Q3 2025.
  • 944 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.