TFC Financial Management’s Ferguson FERG Stock Holding History

TFC Financial Management’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	$238	Hold	1	–	–	﹤0.01%	825
2026 Q1	$234	Hold	1	–	–	﹤0.01%	777
2025 Q4	$223	Hold	1	–	–	﹤0.01%	763
2025 Q3	$225	Hold	1	–	–	﹤0.01%	785
2025 Q2	$218	Buy	+1	New	+$184	﹤0.01%	770
2024 Q3	–	Sell	-1	Closed	-$194	–	1035
2024 Q2	$194	Hold	1	–	–	﹤0.01%	726
2024 Q1	$219	Buy	+1	New	+$199	﹤0.01%	721
2023 Q2	–	Sell	-92	Closed	-$12.3K	–	673
2023 Q1	$12.3K	Hold	92	–	–	﹤0.01%	359
2022 Q4	$11.7K	Hold	92	–	–	﹤0.01%	293
2022 Q3	$9K	Hold	92	–	–	﹤0.01%	322
2022 Q2	$10K	Hold	92	–	–	﹤0.01%	308
2022 Q1	$12K	Hold	92	–	–	﹤0.01%	299
2021 Q4	$17K	Hold	92	–	–	0.01%	291
2021 Q3	$13K	Hold	92	–	–	﹤0.01%	310
2021 Q2	$13K	Hold	92	–	–	﹤0.01%	299
2021 Q1	$11K	Buy	+92	New	+$11.2K	﹤0.01%	301

Other funds holding FERG

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

WAS

Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TFC Financial Management's FERG Position: Q2 2026 in Review

TFC Financial Management held its Ferguson (FERG) position steady in Q2 2026 at 1 share worth $238. The position accounts for ﹤0.01% of the portfolio, ranked #825.

TFC Financial Management first reported a position in FERG in Q1 2021 and has held it in 16 quarters since. The position peaked at $17K in Q4 2021. 386 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

TFC Financial Management held 1 share of Ferguson worth $238 as of Q2 2026.
TFC Financial Management left its Ferguson share count unchanged in Q2 2026.
Ferguson made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #825 holding.
TFC Financial Management first reported a position in Ferguson in Q1 2021 and has held it in 16 quarters since.
TFC Financial Management's Ferguson position peaked at $17K in Q4 2021.
386 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.