YIH
FPS

Y-Intercept (HK)’s Forgent Power Solutions FPS Stock Holding History

Y-Intercept (HK)’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 		$3.98M Buy
+71,173
New +$3.25M 0.08% 358

Other funds holding FPS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Y-Intercept (HK)'s FPS Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 71,173 shares worth $3.98M. The stake represents 0.08% of the portfolio and ranks #358 among its holdings.

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

  • Y-Intercept (HK) held 71,173 shares of Forgent Power Solutions worth $3.98M as of Q2 2026.
  • Forgent Power Solutions was a new Y-Intercept (HK) position in Q2 2026.
  • Forgent Power Solutions made up 0.08% of Y-Intercept (HK)'s portfolio in Q2 2026, its #358 holding.
  • 21 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.