Stonehage Fleming Financial Services Holdings Ltd
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1786379
ST. HELIER, Y9
Position in FERG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$663,337
+$4,378 QoQ
Shares Held
2,795
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#548
of 938 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Stonehage Fleming Financial Services Holdings Ltd holds $1,200,501 across 2 Industrial Distribution names. FERG ranks #1 (55.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
2,795 | $663,337 | |
| 2 | WSO |
Watsco Inc
|
1,289 | $537,164 |
All Filings in FERG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,337 | 2,795 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $658,959 | 2,825 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $653,419 | 2,935 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $659,142 | 2,935 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $721,623 | 3,314 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $675,850 | 4,218 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||