MNBTD
FPS

Moody National Bank Trust Division’s Forgent Power Solutions FPS Stock Holding History

Moody National Bank Trust Division’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 		$7.81M Buy
+139,809
New +$6.38M 0.65% 25

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
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
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 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

Moody National Bank Trust Division's FPS Position: Q2 2026 in Review

Moody National Bank Trust Division opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 139,809 shares worth $7.81M. The stake represents 0.65% of the portfolio and ranks #25 among its holdings.

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

  • Moody National Bank Trust Division held 139,809 shares of Forgent Power Solutions worth $7.81M as of Q2 2026.
  • Forgent Power Solutions was a new Moody National Bank Trust Division position in Q2 2026.
  • Forgent Power Solutions made up 0.65% of Moody National Bank Trust Division's portfolio in Q2 2026, its #25 holding.
  • 20 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.