IA
FPS

IFP Advisors’s Forgent Power Solutions FPS Stock Holding History

IFP 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 		$48.3K Buy
865
+115
+15% +$5.25K ﹤0.01% 2420
2026
Q1 		$22K Buy
+750
New +$25K ﹤0.01% 2725

Other funds holding FPS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

IFP Advisors's FPS Position: Q2 2026 in Review

IFP Advisors increased its Forgent Power Solutions (FPS) stake by 15% in Q2 2026, buying an estimated $5.25K and bringing the position to 865 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2420.

IFP Advisors first reported a position in FPS in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold FPS as of Q2 2026.

  • IFP Advisors held 865 shares of Forgent Power Solutions worth $48.3K as of Q2 2026.
  • IFP Advisors bought 115 Forgent Power Solutions shares in Q2 2026, an estimated $5.25K.
  • Forgent Power Solutions made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2420 holding.
  • IFP Advisors first reported a position in Forgent Power Solutions in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.