Washington Trust Advisors, Inc. FERG FERGUSON ENTERPRISES INC

Ownership history in Washington Trust Advisors, Inc.  ·  7 quarters on record

AI Ownership Summary

Washington Trust Advisors, Inc. reported FERGUSON ENTERPRISES INC (FERG) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows FERG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FERG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Washington Trust Advisors, Inc.'s position in FERGUSON ENTERPRISES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FERG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Washington Trust Advisors, Inc. held FERG — position size vs. price
% of Fund (quarterly)    FERG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 34 0% 0.00% $8K 2026-04-06 $238.18
2025 Q4 UNCHANGED 34 0% 0.00% $8K 2026-02-03 $255.71
2025 Q3 ADDED 34 +3 +9.7% 0.00% $8K 2025-11-10 $248.70
2025 Q2 REDUCED 6.1% +3.7% 31 -2 -6.1% 0.00% $7K 2025-07-31 $219.95
2025 Q1 ADDED 33 +24 +266.7% 0.00% $5K 2025-04-25 $166.24
2024 Q4 REDUCED 66.7% -7.2% 9 -18 -66.7% 0.00% $1K 2025-02-06 $177.92
2024 Q3 INITIATED 27 0.00% $5K 2024-11-01 $192.33

FAQ About Washington Trust Advisors, Inc. and FERG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Washington Trust Advisors, Inc. reported owning FERG?

Washington Trust Advisors, Inc. reported FERG across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported FERG position in Washington Trust Advisors, Inc.'s portfolio?

The largest reported portfolio weight for FERG was 0.00% in 2026 Q1.

What is the latest reported FERG position on this page?

The most recent filing on this page is 2026 Q1, when Washington Trust Advisors, Inc. reported 34 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this FERG ownership page compare?

The chart compares Washington Trust Advisors, Inc.'s quarterly FERG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Washington Trust Advisors, Inc. time their FERG position?

Based on 13F filing dates vs. subsequent FERG price moves, Washington Trust Advisors, Inc. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on FERG relative to SPY over the holding period was +3.8%.

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