Toth Financial Advisory
FPS icon

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
Q3 		$15K Buy
400
+150
+60% +$5.53K ﹤0.01% 542
2026
Q2 		$14K Buy
+250
New +$11.4K ﹤0.01% 551

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Moody National Bank Trust Division
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Asio Capital
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FAG
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ABN AMRO Investment Solutions
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Colonial River Investments
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Toth Financial Advisory's FPS Position: Q3 2026 in Review

Toth Financial Advisory increased its Forgent Power Solutions (FPS) stake by 60% in Q3 2026, buying an estimated $5.53K and bringing the position to 400 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Toth Financial Advisory first reported a position in FPS in Q2 2026 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

  • Toth Financial Advisory held 400 shares of Forgent Power Solutions worth $15K as of Q3 2026.
  • Toth Financial Advisory bought 150 Forgent Power Solutions shares in Q3 2026, an estimated $5.53K.
  • Forgent Power Solutions made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #542 holding.
  • Toth Financial Advisory first reported a position in Forgent Power Solutions in Q2 2026 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.