D.A. Davidson & Co
FPS icon

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
Q3 		$1.78M Buy
47,479
+20,864
+78% +$769K 0.01% 776
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 $103B AUM 40.17% 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
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 $57B AUM 43.56% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Aire Advisors
Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return
Shikiar Asset Management
Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return
Renaissance Capital
Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return

D.A. Davidson & Co's FPS Position: Q3 2026 in Review

D.A. Davidson & Co increased its Forgent Power Solutions (FPS) stake by 78% in Q3 2026, buying an estimated $769K and bringing the position to 47,479 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #776.

D.A. Davidson & Co first reported a position in FPS in Q2 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

  • D.A. Davidson & Co held 47,479 shares of Forgent Power Solutions worth $1.78M as of Q3 2026.
  • D.A. Davidson & Co bought 20,864 Forgent Power Solutions shares in Q3 2026, an estimated $769K.
  • Forgent Power Solutions made up 0.01% of D.A. Davidson & Co's portfolio in Q3 2026, its #776 holding.
  • D.A. Davidson & Co first reported a position in Forgent Power Solutions in Q2 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.