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 Q2	$5.86K	Buy	+105	New	+$4.79K	﹤0.01%	4710

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

DCM

Dilation Capital Management New York $248M AUM 139.13% 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

Farther Finance Advisors's FPS Position: Q2 2026 in Review

Farther Finance Advisors opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 105 shares worth $5.86K. The stake represents ﹤0.01% of the portfolio and ranks #4710 among its holdings.

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

Farther Finance Advisors held 105 shares of Forgent Power Solutions worth $5.86K as of Q2 2026.
Forgent Power Solutions was a new Farther Finance Advisors position in Q2 2026.
Forgent Power Solutions made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4710 holding.
71 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.