Citigroup
FPS icon

Citigroup’s Forgent Power Solutions FPS Stock Holding History

Citigroup’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 		$7.96M Buy
212,617
+193,401
+1,006% +$7.13M ﹤0.01% 1795
2026
Q2 		$1.07M Sell
19,216
-8,189
-30% -$374K ﹤0.01% 3400
2026
Q1 		$802K Buy
+27,405
New +$912K ﹤0.01% 3252

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
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
Brooklands Fund Management
Brooklands Fund Management London, United Kingdom $782M AUM 0.49% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Citigroup's FPS Position: Q3 2026 in Review

Citigroup increased its Forgent Power Solutions (FPS) stake by 1,006% in Q3 2026, buying an estimated $7.13M and bringing the position to 212,617 shares worth $7.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Citigroup first reported a position in FPS in Q1 2026 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

  • Citigroup held 212,617 shares of Forgent Power Solutions worth $7.96M as of Q3 2026.
  • Citigroup bought 193,401 Forgent Power Solutions shares in Q3 2026, an estimated $7.13M.
  • Forgent Power Solutions made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #1795 holding.
  • Citigroup first reported a position in Forgent Power Solutions in Q1 2026 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.