SYM Financial Corp
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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
Q3 		$262K Sell
1,178
-164
-12% -$38K 0.02% 326
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

SYM Financial Corp's FERG Position: Q3 2026 in Review

SYM Financial Corp reduced its Ferguson (FERG) stake by 12% in Q3 2026, selling an estimated $38K and leaving 1,178 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #326.

SYM Financial Corp first reported a position in FERG in Q2 2025 and has held it in 6 quarters since. The position peaked at $318K in Q2 2026. 494 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • SYM Financial Corp held 1,178 shares of Ferguson worth $262K as of Q3 2026.
  • SYM Financial Corp sold 164 Ferguson shares in Q3 2026, an estimated $38K.
  • Ferguson made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #326 holding.
  • SYM Financial Corp first reported a position in Ferguson in Q2 2025 and has held it in 6 quarters since.
  • SYM Financial Corp's Ferguson position peaked at $318K in Q2 2026.
  • 494 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.