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Farther Finance Advisors’s Forgent Power Solutions FPS Stock Holding History

Farther Finance 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 		$21.9K Buy
585
+480
+457% +$17.7K ﹤0.01% 4065
2026
Q2 		$5.86K Buy
+105
New +$4.79K ﹤0.01% 4710

Other funds holding FPS

GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's FPS Position: Q3 2026 in Review

Farther Finance Advisors increased its Forgent Power Solutions (FPS) stake by 457% in Q3 2026, buying an estimated $17.7K and bringing the position to 585 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4065.

Farther Finance Advisors first reported a position in FPS in Q2 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

  • Farther Finance Advisors held 585 shares of Forgent Power Solutions worth $21.9K as of Q3 2026.
  • Farther Finance Advisors bought 480 Forgent Power Solutions shares in Q3 2026, an estimated $17.7K.
  • Forgent Power Solutions made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4065 holding.
  • Farther Finance Advisors first reported a position in Forgent Power Solutions in Q2 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.