SF
FPS

Summit Financial’s Forgent Power Solutions FPS Stock Holding History

Summit 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 		$688K Buy
+12,322
New +$562K 0.01% 982

Other funds holding FPS

Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Summit Financial's FPS Position: Q2 2026 in Review

Summit Financial opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 12,322 shares worth $688K. The stake represents 0.01% of the portfolio and ranks #982 among its holdings.

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

  • Summit Financial held 12,322 shares of Forgent Power Solutions worth $688K as of Q2 2026.
  • Forgent Power Solutions was a new Summit Financial position in Q2 2026.
  • Forgent Power Solutions made up 0.01% of Summit Financial's portfolio in Q2 2026, its #982 holding.
  • 367 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.