AssetMark Inc
FPS icon

AssetMark Inc’s Forgent Power Solutions FPS Stock Holding History

AssetMark Inc’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 		$727K Buy
19,417
+15,059
+346% +$555K ﹤0.01% 1166
2026
Q2 		$243K Sell
4,358
-63
-1% -$2.88K ﹤0.01% 1390
2026
Q1 		$129K Buy
+4,421
New +$147K ﹤0.01% 1459

Other funds holding FPS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
Glynn Capital Management
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Security National Bank
Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Brooklands Fund Management
Brooklands Fund Management London, United Kingdom $782M AUM 0.49% 1-Year Est. Return

AssetMark Inc's FPS Position: Q3 2026 in Review

AssetMark Inc increased its Forgent Power Solutions (FPS) stake by 346% in Q3 2026, buying an estimated $555K and bringing the position to 19,417 shares worth $727K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

AssetMark Inc first reported a position in FPS in Q1 2026 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

  • AssetMark Inc held 19,417 shares of Forgent Power Solutions worth $727K as of Q3 2026.
  • AssetMark Inc bought 15,059 Forgent Power Solutions shares in Q3 2026, an estimated $555K.
  • Forgent Power Solutions made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1166 holding.
  • AssetMark Inc first reported a position in Forgent Power Solutions in Q1 2026 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.