Phoenix Financial’s Forgent Power Solutions FPS Stock Holding History

Phoenix Financial’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	$92.8M	Buy	+1,662,217	New	+$75.9M	0.63%	42

Other funds holding FPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Phoenix Financial's FPS Position: Q2 2026 in Review

Phoenix Financial opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 1,662,217 shares worth $92.8M. The stake represents 0.63% of the portfolio and ranks #42 among its holdings.

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

Phoenix Financial held 1,662,217 shares of Forgent Power Solutions worth $92.8M as of Q2 2026.
Forgent Power Solutions was a new Phoenix Financial position in Q2 2026.
Forgent Power Solutions made up 0.63% of Phoenix Financial's portfolio in Q2 2026, its #42 holding.
220 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.