Wilkerson Advisory Group LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 2079661
COLUMBIA, MO
Position in FERG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$15,901
+$273 QoQ
Shares Held
67
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#826
of 932 holders
Holding Since
Dec 2025
3 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, 2026Wilkerson Advisory Group LLC holds $53,087 across 3 Industrial Distribution names. FERG ranks #2 (30.0% of the industry book) .
All Filings in FERG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,901 | 67 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $15,628 | 67 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,569 | 34 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||