SFC
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SYM Financial Corp’s Ferguson FERG Stock Holding History

SYM Financial Corp’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 		$318K Buy
1,342
+7
+0.5% +$1.69K 0.03% 241
2026
Q1 		$311K Sell
1,335
-13
-1% -$3.16K 0.03% 213
2025
Q4 		$300K Sell
1,348
-37
-3% -$8.84K 0.03% 226
2025
Q3 		$311K Buy
1,385
+30
+2% +$6.79K 0.03% 210
2025
Q2 		$295K Buy
+1,355
New +$249K 0.03% 215

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

SYM Financial Corp's FERG Position: Q2 2026 in Review

SYM Financial Corp increased its Ferguson (FERG) stake by 0.52% in Q2 2026, buying an estimated $1.69K and bringing the position to 1,342 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #241.

SYM Financial Corp first reported a position in FERG in Q2 2025 and has held it in 5 quarters since. 947 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • SYM Financial Corp held 1,342 shares of Ferguson worth $318K as of Q2 2026.
  • SYM Financial Corp bought 7 Ferguson shares in Q2 2026, an estimated $1.69K.
  • Ferguson made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #241 holding.
  • SYM Financial Corp first reported a position in Ferguson in Q2 2025 and has held it in 5 quarters since.
  • 947 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.