Dogwood Wealth Management’s Forgent Power Solutions FPS Stock Holding History

Dogwood Wealth 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	$4K	Buy	+72	New	+$3.29K	﹤0.01%	547

Other funds holding FPS

Assenagon Asset Management

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

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

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

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

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Dogwood Wealth Management's FPS Position: Q2 2026 in Review

Dogwood Wealth Management opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 72 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #547 among its holdings.

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

Dogwood Wealth Management held 72 shares of Forgent Power Solutions worth $4K as of Q2 2026.
Forgent Power Solutions was a new Dogwood Wealth Management position in Q2 2026.
Forgent Power Solutions made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #547 holding.
20 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.