Armstrong Advisory Group
FPS icon

Armstrong Advisory Group’s Forgent Power Solutions FPS Stock Holding History

Armstrong Advisory Group’s Portfolio FPS Stock Details FPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$137K Sell
3,668
-416
-10% -$15.3K 0.01% 300
2026
Q2 		$228K Buy
+4,084
New +$186K 0.01% 232

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GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
SAM
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Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Armstrong Advisory Group's FPS Position: Q3 2026 in Review

Armstrong Advisory Group reduced its Forgent Power Solutions (FPS) stake by 10% in Q3 2026, selling an estimated $15.3K and leaving 3,668 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #300.

Armstrong Advisory Group first reported a position in FPS in Q2 2026 and has held it in 2 quarters since. The position peaked at $228K in Q2 2026. 40 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

  • Armstrong Advisory Group held 3,668 shares of Forgent Power Solutions worth $137K as of Q3 2026.
  • Armstrong Advisory Group sold 416 Forgent Power Solutions shares in Q3 2026, an estimated $15.3K.
  • Forgent Power Solutions made up 0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #300 holding.
  • Armstrong Advisory Group first reported a position in Forgent Power Solutions in Q2 2026 and has held it in 2 quarters since.
  • Armstrong Advisory Group's Forgent Power Solutions position peaked at $228K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.