James T. Borello RIA
FERG icon

James T. Borello RIA’s Ferguson FERG Stock Holding History

James T. Borello RIA’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
Q3 		$16.7K Buy
75
+27
+56% +$6.25K ﹤0.01% 470
2026
Q2 		$11.4K Buy
48
+12
+33% +$2.9K ﹤0.01% 558
2026
Q1 		$8.4K Sell
36
-9
-20% -$2.19K ﹤0.01% 612
2025
Q4 		$10K Buy
45
+22
+96% +$5.26K ﹤0.01% 412
2025
Q3 		$5.16K Buy
+23
New +$5.21K ﹤0.01% 452

Other funds holding FERG

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

James T. Borello RIA's FERG Position: Q3 2026 in Review

James T. Borello RIA increased its Ferguson (FERG) stake by 56% in Q3 2026, buying an estimated $6.25K and bringing the position to 75 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

James T. Borello RIA first reported a position in FERG in Q3 2025 and has held it in 5 quarters since. 203 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • James T. Borello RIA held 75 shares of Ferguson worth $16.7K as of Q3 2026.
  • James T. Borello RIA bought 27 Ferguson shares in Q3 2026, an estimated $6.25K.
  • Ferguson made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #470 holding.
  • James T. Borello RIA first reported a position in Ferguson in Q3 2025 and has held it in 5 quarters since.
  • 203 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.