Sumitomo Mitsui Trust Group
FERG icon

Sumitomo Mitsui Trust Group’s Ferguson FERG Stock Holding History

Sumitomo Mitsui Trust Group’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 		$97.7M Sell
439,065
-3,866
-0.9% -$895K 0.06% 290
2026
Q2 		$105M Sell
442,931
-473
-0.1% -$114K 0.06% 284
2026
Q1 		$103M Sell
443,404
-22,488
-5% -$5.47M 0.07% 272
2025
Q4 		$104M Sell
465,892
-31,280
-6% -$7.47M 0.06% 280
2025
Q3 		$112M Sell
497,172
-2,258
-0.5% -$511K 0.06% 276
2025
Q2 		$109M Buy
499,430
+6,842
+1% +$1.26M 0.07% 269
2025
Q1 		$78.9M Buy
492,588
+481
+0.1% +$83.4K 0.06% 330
2024
Q4 		$85.4M Buy
492,107
+1,074
+0.2% +$213K 0.06% 317
2024
Q3 		$97.5M Buy
491,033
+60,282
+14% +$12.2M 0.07% 286
2024
Q2 		$83.4M Sell
430,751
-109,530
-20% -$23M 0.06% 308
2024
Q1 		$118M Sell
540,281
-1,365
-0.3% -$272K 0.08% 255
2023
Q4 		$105M Buy
541,646
+19,398
+4% +$3.27M 0.08% 273
2023
Q3 		$86M Sell
522,248
-8,600
-2% -$1.36M 0.07% 305
2023
Q2 		$83.5M Sell
530,848
-64,683
-11% -$9.21M 0.07% 322
2023
Q1 		$79.5M Sell
595,531
-160,825
-21% -$22.4M 0.06% 359
2022
Q4 		$95.9M Buy
756,356
+200,257
+36% +$23.3M 0.08% 303
2022
Q3 		$58.2M Sell
556,099
-117,442
-17% -$13.7M 0.05% 441
2022
Q2 		$75.3M Sell
673,541
-514,280
-43% -$62.3M 0.06% 377
2022
Q1 		$162M Buy
+1,187,821
New +$183M 0.11% 204

Other funds holding FERG

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Sumitomo Mitsui Trust Group's FERG Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group reduced its Ferguson (FERG) stake by 0.87% in Q3 2026, selling an estimated $895K and leaving 439,065 shares worth $97.7M. The position accounts for 0.06% of the portfolio, ranked #290.

Sumitomo Mitsui Trust Group first reported a position in FERG in Q1 2022 and has held it in 19 quarters since. The position peaked at $162M in Q1 2022. 270 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 439,065 shares of Ferguson worth $97.7M as of Q3 2026.
  • Sumitomo Mitsui Trust Group sold 3,866 Ferguson shares in Q3 2026, an estimated $895K.
  • Ferguson made up 0.06% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #290 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Ferguson in Q1 2022 and has held it in 19 quarters since.
  • Sumitomo Mitsui Trust Group's Ferguson position peaked at $162M in Q1 2022.
  • 270 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.