Third View Private Wealth’s Forgent Power Solutions FPS Stock Holding History

Third View Private Wealth’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	$208K	Buy	+5,550	New	+$204K	0.02%	267

Other funds holding FPS

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

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

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

DCM

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

Third View Private Wealth's FPS Position: Q3 2026 in Review

Third View Private Wealth opened a new position in Forgent Power Solutions (FPS) in Q3 2026: 5,550 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #267 among its holdings.

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

Third View Private Wealth held 5,550 shares of Forgent Power Solutions worth $208K as of Q3 2026.
Forgent Power Solutions was a new Third View Private Wealth position in Q3 2026.
Forgent Power Solutions made up 0.02% of Third View Private Wealth's portfolio in Q3 2026, its #267 holding.
159 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.