Checchi Capital Advisers, LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1598186
BEVERLY HILLS, CA
Position in FERG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$627,500
+$8,428 QoQ
Shares Held
2,644
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#555
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, 2026Checchi Capital Advisers, LLC holds $2,216,999 across 4 Industrial Distribution names. FERG ranks #2 (28.3% of the industry book) .
All Filings in FERG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627,500 | 2,644 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $619,072 | 2,654 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $591,973 | 2,659 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $574,924 | 2,560 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $552,431 | 2,537 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $419,802 | 2,620 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $450,414 | 2,595 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $518,664 | 2,612 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||