Perigon Wealth Management, LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1575239
SAN FRANCISCO, CA
Position in FERG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$407,258
-$3,979 QoQ
Shares Held
1,716
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#611
of 932 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Perigon Wealth Management, LLC holds $8,596,498 across 6 Industrial Distribution names. FERG ranks #4 (4.7% of the industry book) .
All Filings in FERG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,258 | 1,716 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $411,237 | 1,763 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $336,393 | 1,511 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $371,455 | 1,654 | Shares | Sole | 2025-10-17 | |
| 2024-09-30 | $277,203 | 1,396 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||