State Street’s Forgent Power Solutions FPS Stock Holding History

State Street’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	$123M	Buy	3,291,083 +1,177,179	+56%	+$43.4M	﹤0.01%	1325
2026 Q2	$118M	Buy	2,113,904 +1,728,704	+449%	+$78.9M	﹤0.01%	1384
2026 Q1	$11.3M	Buy	+385,200	New	+$12.8M	﹤0.01%	2558

Other funds holding FPS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street's FPS Position: Q3 2026 in Review

State Street increased its Forgent Power Solutions (FPS) stake by 56% in Q3 2026, buying an estimated $43.4M and bringing the position to 3,291,083 shares worth $123M. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

State Street first reported a position in FPS in Q1 2026 and has held it in 3 quarters since. 232 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

State Street held 3,291,083 shares of Forgent Power Solutions worth $123M as of Q3 2026.
State Street bought 1,177,179 Forgent Power Solutions shares in Q3 2026, an estimated $43.4M.
Forgent Power Solutions made up ﹤0.01% of State Street's portfolio in Q3 2026, its #1325 holding.
State Street first reported a position in Forgent Power Solutions in Q1 2026 and has held it in 3 quarters since.
232 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on State Street's 13F filing for Q3 2026, filed 12 Nov 2026.