Brown, Lisle/Cummings’s Forgent Power Solutions FPS Stock Holding History

Brown, Lisle/Cummings’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 Q2	$6.98K	Buy	+125	New	+$5.71K	﹤0.01%	657

Other funds holding FPS

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Brown, Lisle/Cummings's FPS Position: Q2 2026 in Review

Brown, Lisle/Cummings opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 125 shares worth $6.98K. The stake represents ﹤0.01% of the portfolio and ranks #657 among its holdings.

369 funds tracked by Wall St. Rank hold FPS as of Q2 2026.

Brown, Lisle/Cummings held 125 shares of Forgent Power Solutions worth $6.98K as of Q2 2026.
Forgent Power Solutions was a new Brown, Lisle/Cummings position in Q2 2026.
Forgent Power Solutions made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #657 holding.
369 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.