Sofos Investments, Inc.
- SEC CIK
- 0001741736
- Latest filing
- May 8, 2026
FERG holding history
Ferguson Enterprises Inc. in every 13F filed by Sofos Investments, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
FERG overviewAll 13F holders of FERGFull Q1 2026 holdings
- Shares (Q1 2026)
- 116
- Value
- $27.1K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 116 | $27.1K | <0.1% | +116 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −9−100.0% | Sold out | Holders |
| Q1 2024 | 9 | $2.16K | <0.1% | +5+125.0% | Added | Holders |
| Q4 2023 | 4 | $876 | <0.1% | −4−50.0% | Reduced | Holders |
| Q3 2023 | 8 | $1.39K | <0.1% | +8 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −134−100.0% | Sold out | Holders |
| Q1 2023 | 134 | $41 | <0.1% | +134 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −103−100.0% | Sold out | Holders |
| Q3 2022 | 103 | $32.0K | <0.1% | +103 | New | Holders |