West Branch Capital’s Ferguson FERG Stock Holding History

West Branch Capital’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
2025 Q4	–	Sell	-109	Closed	-$24.5K	–	436
2025 Q3	$24.5K	Buy	+109	New	+$24.7K	0.01%	193
2024 Q3	–	Hold	0	–	–	–	571

Other funds holding FERG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

West Branch Capital's FERG Position: Q4 2025 in Review

West Branch Capital sold out of Ferguson (FERG) in Q4 2025, closing a stake of 109 shares — an estimated $24.5K sold.

West Branch Capital first reported a position in FERG in Q3 2025 and held it in 1 quarter. The position peaked at $24.5K in Q3 2025. 906 funds tracked by Wall St. Rank hold FERG as of Q4 2025.

West Branch Capital reported no remaining Ferguson position as of Q4 2025 after selling out during the quarter.
West Branch Capital sold 109 Ferguson shares in Q4 2025, an estimated $24.5K.
West Branch Capital first reported a position in Ferguson in Q3 2025 and held it in 1 quarter.
West Branch Capital's Ferguson position peaked at $24.5K in Q3 2025.
906 funds tracked by Wall St. Rank held Ferguson as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.