SVB Wealth’s Ferguson FERG Stock Holding History

SVB Wealth’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 Q2	–	Sell	-267	Closed	-$42.8K	–	911
2025 Q1	$42.8K	Buy	+267	New	+$46.3K	﹤0.01%	575

Other funds holding FERG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

SVB Wealth's FERG Position: Q2 2025 in Review

SVB Wealth sold out of Ferguson (FERG) in Q2 2025, closing a stake of 267 shares — an estimated $42.8K sold.

SVB Wealth first reported a position in FERG in Q1 2025 and held it in 1 quarter. The position peaked at $42.8K in Q1 2025. 785 funds tracked by Wall St. Rank hold FERG as of Q2 2025.

SVB Wealth reported no remaining Ferguson position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 267 Ferguson shares in Q2 2025, an estimated $42.8K.
SVB Wealth first reported a position in Ferguson in Q1 2025 and held it in 1 quarter.
SVB Wealth's Ferguson position peaked at $42.8K in Q1 2025.
785 funds tracked by Wall St. Rank held Ferguson as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.