CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1766904
RICHMOND, VA
Position in FERG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$91,607
-$46,247 QoQ
Shares Held
386
-34.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#765
of 932 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $1,760,333 across 5 Industrial Distribution names. FERG ranks #5 (5.2% 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 | $91,607 | 386 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $137,854 | 591 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $127,565 | 573 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $123,517 | 550 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $126,075 | 579 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $93,732 | 585 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $101,015 | 582 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,613,777 | 8,127 | Shares | Other | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||