OneAscent Family Office, LLC
Family OfficePosition in FERG — Ferguson Enterprises Inc. /DE/
CIK 2055812
BIRMINGHAM, AL
Position in FERG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$202,442
-$1,264 QoQ
Shares Held
853
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#746
of 932 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026OneAscent Family Office, LLC holds $415,814 across 2 Industrial Distribution names. FERG ranks #2 (48.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIT |
Applied Industrial Technologies Inc
|
631 | $213,372 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
853 | $202,442 |
All Filings in FERG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,442 | 853 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $203,706 | 915 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||