D.A. Davidson & Co’s Forgent Power Solutions FPS Stock Holding History

D.A. Davidson & Co’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	$1.49M	Buy	+26,615	New	+$1.21M	0.01%	835

Other funds holding FPS

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

D.A. Davidson & Co's FPS Position: Q2 2026 in Review

D.A. Davidson & Co opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 26,615 shares worth $1.49M. The stake represents 0.01% of the portfolio and ranks #835 among its holdings.

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

D.A. Davidson & Co held 26,615 shares of Forgent Power Solutions worth $1.49M as of Q2 2026.
Forgent Power Solutions was a new D.A. Davidson & Co position in Q2 2026.
Forgent Power Solutions made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #835 holding.
48 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.