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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

SYM Financial Corp's FERG Position: Q1 2026 in Review

SYM Financial Corp reduced its Ferguson (FERG) stake by 0.96% in Q1 2026, selling an estimated $3.16K and leaving 1,335 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #213.

SYM Financial Corp first reported a position in FERG in Q2 2025 and has held it in 4 quarters since. 928 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • SYM Financial Corp held 1,335 shares of Ferguson worth $311K as of Q1 2026.
  • SYM Financial Corp sold 13 Ferguson shares in Q1 2026, an estimated $3.16K.
  • Ferguson made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #213 holding.
  • SYM Financial Corp first reported a position in Ferguson in Q2 2025 and has held it in 4 quarters since.
  • 928 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.