RAFFA WEALTH MANAGEMENT, LLC’s Forgent Power Solutions FPS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$838	Buy	+15	New	+$685	﹤0.01%	1072

Other funds holding FPS

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Assenagon Asset Management

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

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

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

Dilation Capital Management New York $248M AUM 139.13% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FPS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 15 shares worth $838. The stake represents ﹤0.01% of the portfolio and ranks #1072 among its holdings.

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

RAFFA WEALTH MANAGEMENT, LLC held 15 shares of Forgent Power Solutions worth $838 as of Q2 2026.
Forgent Power Solutions was a new RAFFA WEALTH MANAGEMENT, LLC position in Q2 2026.
Forgent Power Solutions made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1072 holding.
65 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.