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Sycale Advisors’s Ferguson FERG Stock Holding History

Sycale Advisors’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 		$9.99M Buy
42,109
+32,119
+322% +$7.75M 3.07% 15
2026
Q1 		$2.33M Buy
+9,990
New +$2.43M 1.16% 15
2025
Q2 		– Sell
-125,033
Closed -$20M – 25
2025
Q1 		$20M Buy
125,033
+11,500
+10% +$1.99M 5.52% 7
2024
Q4 		$19.7M Buy
113,533
+10,337
+10% +$2.05M 5.11% 8
2024
Q3 		$20.5M Buy
103,196
+74,203
+256% +$15M 3.85% 8
2024
Q2 		$5.61M Sell
28,993
-307
-1% -$64.4K 1.61% 17
2024
Q1 		$6.4M Sell
29,300
-1,500
-5% -$299K 1.79% 14
2023
Q4 		$5.95M Buy
30,800
+6,000
+24% +$1.01M 1.8% 15
2023
Q3 		$4.08M Buy
+24,800
New +$3.92M 1.1% 18
2022
Q3 		– Sell
-55,824
Closed -$6.18M – 25
2022
Q2 		$6.18M Buy
+55,824
New +$6.76M 2.21% 16

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sycale Advisors's FERG Position: Q2 2026 in Review

Sycale Advisors increased its Ferguson (FERG) stake by 322% in Q2 2026, buying an estimated $7.75M and bringing the position to 42,109 shares worth $9.99M. The position accounts for 3.07% of the portfolio, ranked #15.

Sycale Advisors first reported a position in FERG in Q2 2022 and has held it in 10 quarters since. The position peaked at $20.5M in Q3 2024. 945 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Sycale Advisors held 42,109 shares of Ferguson worth $9.99M as of Q2 2026.
  • Sycale Advisors bought 32,119 Ferguson shares in Q2 2026, an estimated $7.75M.
  • Ferguson made up 3.07% of Sycale Advisors's portfolio in Q2 2026, its #15 holding.
  • Sycale Advisors first reported a position in Ferguson in Q2 2022 and has held it in 10 quarters since.
  • Sycale Advisors's Ferguson position peaked at $20.5M in Q3 2024.
  • 945 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Sycale Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.