Sunrise Financial Services’s Ferguson FERG Stock Holding History

Sunrise Financial Services’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	$1.66K	Hold	7	–	–	﹤0.01%	428
2026 Q1	$1.63K	Hold	7	–	–	﹤0.01%	433
2025 Q4	$1.56K	Buy	+7	New	+$1.67K	﹤0.01%	407

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sunrise Financial Services's FERG Position: Q2 2026 in Review

Sunrise Financial Services held its Ferguson (FERG) position steady in Q2 2026 at 7 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Sunrise Financial Services first reported a position in FERG in Q4 2025 and has held it in 3 quarters since. 945 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Sunrise Financial Services held 7 shares of Ferguson worth $1.66K as of Q2 2026.
Sunrise Financial Services left its Ferguson share count unchanged in Q2 2026.
Ferguson made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #428 holding.
Sunrise Financial Services first reported a position in Ferguson in Q4 2025 and has held it in 3 quarters since.
945 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

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