Dilation Capital Management’s Forgent Power Solutions FPS Stock Holding History

Dilation Capital Management’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	$9.82M	Buy	+175,875	New	+$8.03M	3.96%	12

Other funds holding FPS

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

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

MMC

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

SNB

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

CCA

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

MNBTD

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

MIF

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SAM

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Dilation Capital Management's FPS Position: Q2 2026 in Review

Dilation Capital Management opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 175,875 shares worth $9.82M. The stake represents 3.96% of the portfolio and ranks #12 among its holdings.

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

Dilation Capital Management held 175,875 shares of Forgent Power Solutions worth $9.82M as of Q2 2026.
Forgent Power Solutions was a new Dilation Capital Management position in Q2 2026.
Forgent Power Solutions made up 3.96% of Dilation Capital Management's portfolio in Q2 2026, its #12 holding.
66 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Dilation Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.