SEI Investments
FPS icon

SEI Investments’s Forgent Power Solutions FPS Stock Holding History

SEI Investments’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 		$21.9M Buy
584,744
+372,199
+175% +$13.7M 0.02% 739
2026
Q2 		$11.9M Buy
212,545
+126,623
+147% +$5.78M 0.01% 1053
2026
Q1 		$2.51M Buy
+85,922
New +$2.86M ﹤0.01% 1893

Other funds holding FPS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

SEI Investments's FPS Position: Q3 2026 in Review

SEI Investments increased its Forgent Power Solutions (FPS) stake by 175% in Q3 2026, buying an estimated $13.7M and bringing the position to 584,744 shares worth $21.9M. The position accounts for 0.02% of the portfolio, ranked #739.

SEI Investments first reported a position in FPS in Q1 2026 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

  • SEI Investments held 584,744 shares of Forgent Power Solutions worth $21.9M as of Q3 2026.
  • SEI Investments bought 372,199 Forgent Power Solutions shares in Q3 2026, an estimated $13.7M.
  • Forgent Power Solutions made up 0.02% of SEI Investments's portfolio in Q3 2026, its #739 holding.
  • SEI Investments first reported a position in Forgent Power Solutions in Q1 2026 and has held it in 3 quarters since.
  • 194 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on SEI Investments's 13F filing for Q3 2026, filed 10 Nov 2026.