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Summit Securities Group’s Ferguson FERG Stock Holding History

Summit Securities 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
2025
Q3 		– Sell
-293
Closed -$63.8K – 1126
2025
Q2 		$63.8K Buy
+293
New +$53.9K 0.01% 472
2024
Q2 		– Sell
-2
Closed – – 641
2024
Q1 		$0 Buy
+2
New +$398 ﹤0.01% 615

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's FERG Position: Q3 2025 in Review

Summit Securities Group sold out of Ferguson (FERG) in Q3 2025, closing a stake of 293 shares — an estimated $63.8K sold.

Summit Securities Group first reported a position in FERG in Q1 2024 and held it in 2 quarters. The position peaked at $63.8K in Q2 2025. 884 funds tracked by Wall St. Rank hold FERG as of Q3 2025.

  • Summit Securities Group reported no remaining Ferguson position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 293 Ferguson shares in Q3 2025, an estimated $63.8K.
  • Summit Securities Group first reported a position in Ferguson in Q1 2024 and held it in 2 quarters.
  • Summit Securities Group's Ferguson position peaked at $63.8K in Q2 2025.
  • 884 funds tracked by Wall St. Rank held Ferguson as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.