Position in FERG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,325,793
-$12,347 QoQ
Shares Held
26,654
-1.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#298
of 932 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Clean Yield Group holds $6,489,819 across 3 Industrial Distribution names. FERG ranks #1 (97.5% of the industry book) .
All Filings in FERG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,325,793 | 26,654 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,338,140 | 27,172 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $6,033,495 | 27,101 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,060,740 | 26,987 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,943,704 | 27,296 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,480,831 | 27,965 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,505,703 | 25,959 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $4,055,792 | 20,425 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||