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SOA Wealth Advisors, LLC.

Position in FERG — Ferguson Enterprises Inc. /DE/

CIK 1849444 NEW YORK, NY

Position in FERG

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$643,638
New position
Shares Held
2,712
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#549
of 932 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

SOA Wealth Advisors, LLC. holds $2,203,480 across 4 Industrial Distribution names. FERG ranks #2 (29.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 FERG
Ferguson Enterprises Inc. /DE/
This page
2,712 $643,638

All Filings in FERG

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $643,638 2,712