Triumph Capital Management
FPS icon

Triumph Capital Management’s Forgent Power Solutions FPS Stock Holding History

Triumph Capital Management’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 		$26.2K Hold
700
– – ﹤0.01% 884
2026
Q2 		$39.1K Hold
700
– – 0.01% 745
2026
Q1 		$20.5K Buy
+700
New +$23.3K ﹤0.01% 886

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William Blair Investment Management
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Phoenix Financial
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Amundi
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Triumph Capital Management's FPS Position: Q3 2026 in Review

Triumph Capital Management held its Forgent Power Solutions (FPS) position steady in Q3 2026 at 700 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Triumph Capital Management first reported a position in FPS in Q1 2026 and has held it in 3 quarters since. The position peaked at $39.1K in Q2 2026. 201 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

  • Triumph Capital Management held 700 shares of Forgent Power Solutions worth $26.2K as of Q3 2026.
  • Triumph Capital Management left its Forgent Power Solutions share count unchanged in Q3 2026.
  • Forgent Power Solutions made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #884 holding.
  • Triumph Capital Management first reported a position in Forgent Power Solutions in Q1 2026 and has held it in 3 quarters since.
  • Triumph Capital Management's Forgent Power Solutions position peaked at $39.1K in Q2 2026.
  • 201 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.