Twin City Private Wealth’s Ferguson FERG Stock Holding History

Twin City Private Wealth’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	$426K	Buy	1,791 +27	+2%	+$6.51K	0.3%	85
2026 Q1	$413K	Buy	+1,764	New	+$429K	0.31%	84

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Twin City Private Wealth's FERG Position: Q2 2026 in Review

Twin City Private Wealth increased its Ferguson (FERG) stake by 1.5% in Q2 2026, buying an estimated $6.51K and bringing the position to 1,791 shares worth $426K. The position accounts for 0.3% of the portfolio, ranked #85.

Twin City Private Wealth first reported a position in FERG in Q1 2026 and has held it in 2 quarters since. 947 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

Twin City Private Wealth held 1,791 shares of Ferguson worth $426K as of Q2 2026.
Twin City Private Wealth bought 27 Ferguson shares in Q2 2026, an estimated $6.51K.
Ferguson made up 0.3% of Twin City Private Wealth's portfolio in Q2 2026, its #85 holding.
Twin City Private Wealth first reported a position in Ferguson in Q1 2026 and has held it in 2 quarters since.
947 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.