Bank Julius Baer & Co. Ltd, Zurich
BankPosition in FERG — Ferguson Enterprises Inc. /DE/
CIK 1544599
ZURICH, V8
Position in FERG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$84,558,543
+$1,499,323 QoQ
Shares Held
356,291
+0.1% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#85
of 938 holders
Holding Since
Sep 2024
8 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, 2026Bank Julius Baer & Co. Ltd, Zurich holds $204,389,426 across 4 Industrial Distribution names. FERG ranks #2 (41.4% 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 | $84,558,543 | 356,291 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $83,059,220 | 356,080 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $84,003,864 | 377,325 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,503,387 | 28,958 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,154,703 | 28,265 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,282,764 | 57,934 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $10,279,162 | 59,222 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $10,330,405 | 52,024 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||