CAPTRUST Financial Advisors
FPS

CAPTRUST Financial Advisors’s Forgent Power Solutions FPS Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		$294K Buy
+10,053
New +$335K ﹤0.01% 2400

Other funds holding FPS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors's FPS Position: Q1 2026 in Review

CAPTRUST Financial Advisors opened a new position in Forgent Power Solutions (FPS) in Q1 2026: 10,053 shares worth $294K. The stake represents ﹤0.01% of the portfolio and ranks #2400 among its holdings.

212 funds tracked by Wall St. Rank hold FPS as of Q1 2026.

  • CAPTRUST Financial Advisors held 10,053 shares of Forgent Power Solutions worth $294K as of Q1 2026.
  • Forgent Power Solutions was a new CAPTRUST Financial Advisors position in Q1 2026.
  • Forgent Power Solutions made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2400 holding.
  • 212 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.