PERSONAL CFO SOLUTIONS, LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1677501
CHESTER, NJ
Position in FERG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$774,170
+$9,777 QoQ
Shares Held
3,262
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#524
of 932 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $1,973,086 across 5 Industrial Distribution names. FERG ranks #1 (39.2% of the industry book) .
All Filings in FERG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $774,170 | 3,262 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $764,393 | 3,277 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $724,215 | 3,253 | Shares | Defined | 2026-01-22 | |
| 2024-12-31 | $679,873 | 3,917 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $877,679 | 4,420 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||