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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
Q2 		$76.2K Sell
321
-50
-13% -$12.1K ﹤0.01% 1157
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
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

UMB Bank's FERG Position: Q2 2026 in Review

UMB Bank reduced its Ferguson (FERG) stake by 13% in Q2 2026, selling an estimated $12.1K and leaving 321 shares worth $76.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

UMB Bank first reported a position in FERG in Q4 2021 and has held it in 18 quarters since. The position peaked at $101K in Q4 2023. 945 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • UMB Bank held 321 shares of Ferguson worth $76.2K as of Q2 2026.
  • UMB Bank sold 50 Ferguson shares in Q2 2026, an estimated $12.1K.
  • Ferguson made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1157 holding.
  • UMB Bank first reported a position in Ferguson in Q4 2021 and has held it in 18 quarters since.
  • UMB Bank's Ferguson position peaked at $101K in Q4 2023.
  • 945 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.