Security National Bank’s Forgent Power Solutions FPS Stock Holding History

Security National Bank’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	$11.2M	Buy	+199,710	New	+$9.11M	1.33%	21

Other funds holding FPS

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Security National Bank's FPS Position: Q2 2026 in Review

Security National Bank opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 199,710 shares worth $11.2M. The stake represents 1.33% of the portfolio and ranks #21 among its holdings.

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

Security National Bank held 199,710 shares of Forgent Power Solutions worth $11.2M as of Q2 2026.
Forgent Power Solutions was a new Security National Bank position in Q2 2026.
Forgent Power Solutions made up 1.33% of Security National Bank's portfolio in Q2 2026, its #21 holding.
20 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.