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, 2026SOA Wealth Advisors, LLC. holds $2,203,480 across 4 Industrial Distribution names. FERG ranks #2 (29.2% of the industry book) .
All Filings in FERG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $643,638 | 2,712 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||