Avior Wealth Management’s Forgent Power Solutions FPS Stock Holding History

Avior Wealth Management’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	$465K	Buy	+12,425	New	+$458K	0.01%	525

Other funds holding FPS

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DCM

Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

RMC

Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Avior Wealth Management's FPS Position: Q3 2026 in Review

Avior Wealth Management opened a new position in Forgent Power Solutions (FPS) in Q3 2026: 12,425 shares worth $465K. The stake represents 0.01% of the portfolio and ranks #525 among its holdings.

35 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

Avior Wealth Management held 12,425 shares of Forgent Power Solutions worth $465K as of Q3 2026.
Forgent Power Solutions was a new Avior Wealth Management position in Q3 2026.
Forgent Power Solutions made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #525 holding.
35 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.