CARY STREET PARTNERS FINANCIAL LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1475045
RICHMOND, VA
Position in FERG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,406,892
-$54,248 QoQ
Shares Held
5,928
-5.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#449
of 932 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $3,342,107 across 4 Industrial Distribution names. FERG ranks #1 (42.1% of the industry book) .
All Filings in FERG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,406,892 | 5,928 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $1,461,140 | 6,264 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $1,403,459 | 6,304 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,504,236 | 6,698 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,480,482 | 6,799 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,177,049 | 7,346 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $1,313,230 | 7,566 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||