CH
FPS

Cromwell Holdings’s Forgent Power Solutions FPS Stock Holding History

Cromwell Holdings’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 		$1.79K Buy
+32
New +$1.46K ﹤0.01% 870

Other funds holding FPS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

Cromwell Holdings's FPS Position: Q2 2026 in Review

Cromwell Holdings opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 32 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #870 among its holdings.

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

  • Cromwell Holdings held 32 shares of Forgent Power Solutions worth $1.79K as of Q2 2026.
  • Forgent Power Solutions was a new Cromwell Holdings position in Q2 2026.
  • Forgent Power Solutions made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #870 holding.
  • 28 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.