Ring Mountain Capital’s Forgent Power Solutions FPS Stock Holding History

Ring Mountain Capital’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 Q3	$422K	Buy	+11,261	New	+$415K	0.17%	65

Other funds holding FPS

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DCM

Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Ring Mountain Capital's FPS Position: Q3 2026 in Review

Ring Mountain Capital opened a new position in Forgent Power Solutions (FPS) in Q3 2026: 11,261 shares worth $422K. The stake represents 0.17% of the portfolio and ranks #65 among its holdings.

35 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

Ring Mountain Capital held 11,261 shares of Forgent Power Solutions worth $422K as of Q3 2026.
Forgent Power Solutions was a new Ring Mountain Capital position in Q3 2026.
Forgent Power Solutions made up 0.17% of Ring Mountain Capital's portfolio in Q3 2026, its #65 holding.
35 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.