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Sunbelt Securities’s Ferguson FERG Stock Holding History

Sunbelt Securities’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
Q1 		$3.27K Hold
14
– – ﹤0.01% 1796
2025
Q4 		$3.12K Hold
14
– – ﹤0.01% 1756
2025
Q3 		$3.14K Sell
14
-107
-88% -$24.2K ﹤0.01% 1741
2025
Q2 		$21K Buy
+121
New +$22.3K ﹤0.01% 1162
2025
Q1 		– Sell
-121
Closed -$21K – 1832
2024
Q4 		$21K Buy
+121
New +$24K ﹤0.01% 1160

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Sunbelt Securities's FERG Position: Q1 2026 in Review

Sunbelt Securities held its Ferguson (FERG) position steady in Q1 2026 at 14 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

Sunbelt Securities first reported a position in FERG in Q4 2024 and has held it in 5 quarters since. The position peaked at $21K in Q4 2024. 934 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Sunbelt Securities held 14 shares of Ferguson worth $3.27K as of Q1 2026.
  • Sunbelt Securities left its Ferguson share count unchanged in Q1 2026.
  • Ferguson made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1796 holding.
  • Sunbelt Securities first reported a position in Ferguson in Q4 2024 and has held it in 5 quarters since.
  • Sunbelt Securities's Ferguson position peaked at $21K in Q4 2024.
  • 934 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.