Toth Financial Advisory’s Forgent Power Solutions FPS Stock Holding History

Toth Financial Advisory’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	$14K	Buy	+250	New	+$11.4K	﹤0.01%	551

Other funds holding FPS

Assenagon Asset Management

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

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

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

Shikiar Asset Management New York $396M AUM 41.06% 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

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

Toth Financial Advisory's FPS Position: Q2 2026 in Review

Toth Financial Advisory opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 250 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #551 among its holdings.

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

Toth Financial Advisory held 250 shares of Forgent Power Solutions worth $14K as of Q2 2026.
Forgent Power Solutions was a new Toth Financial Advisory position in Q2 2026.
Forgent Power Solutions made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #551 holding.
28 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.