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Transamerica Financial Advisors’s Ferguson FERG Stock Holding History

Transamerica Financial 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 		$76.2K Sell
320
-131
-29% -$31.6K 0.01% 636
2026
Q1 		$106K Sell
451
-137
-23% -$33.3K 0.01% 518
2025
Q4 		$131K Sell
588
-814
-58% -$194K 0.01% 421
2025
Q3 		$315K Buy
1,402
+710
+103% +$161K 0.03% 278
2025
Q2 		$151K Buy
692
+223
+48% +$41K 0.01% 243
2025
Q1 		$76K Buy
469
+422
+898% +$73.2K 0.01% 277
2024
Q4 		$8K Buy
+47
New +$9.33K ﹤0.01% 344
2024
Q3 		– Sell
-27
Closed -$6K – 610
2024
Q2 		$6K Hold
27
– – ﹤0.01% 330
2024
Q1 		$6K Buy
27
+20
+286% +$3.98K ﹤0.01% 362
2023
Q4 		$2K Buy
+7
New +$1.18K ﹤0.01% 365

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

Transamerica Financial Advisors's FERG Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Ferguson (FERG) stake by 29% in Q2 2026, selling an estimated $31.6K and leaving 320 shares worth $76.2K. The position accounts for 0.01% of the portfolio, ranked #636.

Transamerica Financial Advisors first reported a position in FERG in Q4 2023 and has held it in 10 quarters since. The position peaked at $315K in Q3 2025. 941 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Transamerica Financial Advisors held 320 shares of Ferguson worth $76.2K as of Q2 2026.
  • Transamerica Financial Advisors sold 131 Ferguson shares in Q2 2026, an estimated $31.6K.
  • Ferguson made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #636 holding.
  • Transamerica Financial Advisors first reported a position in Ferguson in Q4 2023 and has held it in 10 quarters since.
  • Transamerica Financial Advisors's Ferguson position peaked at $315K in Q3 2025.
  • 941 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.