DZ Bank’s Forgent Power Solutions FPS Stock Holding History

DZ Bank’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	$69.7M	Buy	1,247,131 +899,585	+259%	+$41.1M	0.05%	157
2026 Q1	$10.2M	Buy	+347,546	New	+$11.6M	0.01%	380

Other funds holding FPS

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

DZ Bank's FPS Position: Q2 2026 in Review

DZ Bank increased its Forgent Power Solutions (FPS) stake by 259% in Q2 2026, buying an estimated $41.1M and bringing the position to 1,247,131 shares worth $69.7M. The position accounts for 0.05% of the portfolio, ranked #157.

DZ Bank first reported a position in FPS in Q1 2026 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold FPS as of Q2 2026.

DZ Bank held 1,247,131 shares of Forgent Power Solutions worth $69.7M as of Q2 2026.
DZ Bank bought 899,585 Forgent Power Solutions shares in Q2 2026, an estimated $41.1M.
Forgent Power Solutions made up 0.05% of DZ Bank's portfolio in Q2 2026, its #157 holding.
DZ Bank first reported a position in Forgent Power Solutions in Q1 2026 and has held it in 2 quarters since.
370 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on DZ Bank's 13F filing for Q2 2026, filed 14 Aug 2026.