EverSource Wealth Advisors’s Forgent Power Solutions FPS Stock Holding History

EverSource Wealth Advisors’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	$4.38K	Buy	+117	New	+$4.31K	﹤0.01%	3368

Other funds holding FPS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

DCM

Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return

EverSource Wealth Advisors's FPS Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Forgent Power Solutions (FPS) in Q3 2026: 117 shares worth $4.38K. The stake represents ﹤0.01% of the portfolio and ranks #3368 among its holdings.

159 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

EverSource Wealth Advisors held 117 shares of Forgent Power Solutions worth $4.38K as of Q3 2026.
Forgent Power Solutions was a new EverSource Wealth Advisors position in Q3 2026.
Forgent Power Solutions made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #3368 holding.
159 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.