DOSSIER · 13F-HR · Q3 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
$8.4B in tracked AUM across 540 positions as of Q3 2026.
FW
CIK 0000869353 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Comprehensive Analysis of Ferguson Wellman Capital Management 13F Filing
1. Portfolio Overview
Ferguson Wellman Capital Management’s 13F filing for the period ending December 31, 2025, reveals a dramatic transformation in the firm's portfolio structure. The total assets under management (AUM) surged by 145.0%, growing from $2.55 billion to $6.24 billion. This substantial capital infusion coincides with a significant pivot in investment strategy. The number of holdings remained ...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.
Filing history
Showing 12 of 100