UMB Bank’s Ferguson FERG Stock Holding History

UMB Bank’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	$86.5K	Buy	371 +9	+2%	+$2.19K	﹤0.01%	1031
2025 Q4	$80.6K	Buy	362 +4	+1%	+$956	﹤0.01%	1048
2025 Q3	$80.4K	Buy	358 +5	+1%	+$1.13K	﹤0.01%	962
2025 Q2	$76.9K	Buy	353 +9	+3%	+$1.66K	﹤0.01%	937
2025 Q1	$55.1K	Buy	344 +4	+1%	+$693	﹤0.01%	1013
2024 Q4	$59K	Buy	+340	New	+$67.5K	﹤0.01%	852
2024 Q3	–	Sell	-420	Closed	-$81.3K	–	2162
2024 Q2	$81.3K	Sell	420 -13	-3%	-$2.73K	﹤0.01%	737
2024 Q1	$94.6K	Sell	433 -90	-17%	-$17.9K	﹤0.01%	711
2023 Q4	$101K	Sell	523 -25	-5%	-$4.22K	﹤0.01%	696
2023 Q3	$90.1K	Sell	548 -2	-0.4%	-$316	﹤0.01%	711
2023 Q2	$86.5K	Hold	550	–	–	﹤0.01%	727
2023 Q1	$73.6K	Buy	550 +488	+787%	+$67.8K	﹤0.01%	752
2022 Q4	$8K	Sell	62 -24	-28%	-$2.79K	﹤0.01%	1356
2022 Q3	$9K	Sell	86 -5	-5%	-$583	﹤0.01%	1341
2022 Q2	$10K	Sell	91 -47	-34%	-$5.69K	﹤0.01%	1393
2022 Q1	$19K	Hold	138	–	–	﹤0.01%	1269
2021 Q4	$25K	Buy	+138	New	+$21.6K	﹤0.01%	1200

Other funds holding FERG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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