Position in FERG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,357
+$126 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#854
of 932 holders
Holding Since
Jun 2025
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, 2026Key Financial Inc holds $255,170 across 7 Industrial Distribution names. FERG ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
2,606 | $125,166 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
35 | $47,614 | |
| 3 | AIT |
Applied Industrial Technologies Inc
|
115 | $38,887 | |
| 4 | WCC |
Wesco International Inc
|
70 | $24,180 | |
| 5 | REZI |
Resideo Technologies, Inc.
|
514 | $11,133 | |
| 6 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
31 | $7,357 | |
| 7 | WSO |
Watsco Inc
|
2 | $833 |
All Filings in FERG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,357 | 31 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,231 | 31 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,569 | 34 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,635 | 34 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,750 | 31 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||