KFO
FPS

Kopp Family Office’s Forgent Power Solutions FPS Stock Holding History

Kopp Family Office’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 		$341K Buy
+6,104
New +$279K 0.21% 22

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Kopp Family Office's FPS Position: Q2 2026 in Review

Kopp Family Office opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 6,104 shares worth $341K. The stake represents 0.21% of the portfolio and ranks #22 among its holdings.

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

  • Kopp Family Office held 6,104 shares of Forgent Power Solutions worth $341K as of Q2 2026.
  • Forgent Power Solutions was a new Kopp Family Office position in Q2 2026.
  • Forgent Power Solutions made up 0.21% of Kopp Family Office's portfolio in Q2 2026, its #22 holding.
  • 20 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Kopp Family Office's 13F filing for Q2 2026, filed 9 Jul 2026.