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Twin Peaks Wealth Advisors’s Ferguson FERG Stock Holding History

Twin Peaks Wealth 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
Q1 		$1.4K Buy
+6
New +$1.46K ﹤0.01% 1810
2025
Q3 		– Sell
-6
Closed -$1.36K – 834
2025
Q2 		$1.36K Buy
+6
New +$1.1K ﹤0.01% 1717

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

Twin Peaks Wealth Advisors's FERG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Ferguson (FERG) in Q1 2026: 6 shares worth $1.4K. The stake represents ﹤0.01% of the portfolio and ranks #1810 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FERG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FERG in Q2 2025 and has held it in 2 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 6 shares of Ferguson worth $1.4K as of Q1 2026.
  • Ferguson was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Ferguson made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1810 holding.
  • Twin Peaks Wealth Advisors first reported a position in Ferguson in Q2 2025 and has held it in 2 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.