BOLTON SECURITIES CORPORATION’s Forgent Power Solutions FPS Stock Holding History

BOLTON SECURITIES CORPORATION’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	$1.76K	Buy	+47	New	+$1.73K	﹤0.01%	2110

Other funds holding FPS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FPS Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Forgent Power Solutions (FPS) in Q3 2026: 47 shares worth $1.76K. The stake represents ﹤0.01% of the portfolio and ranks #2110 among its holdings.

231 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

BOLTON SECURITIES CORPORATION held 47 shares of Forgent Power Solutions worth $1.76K as of Q3 2026.
Forgent Power Solutions was a new BOLTON SECURITIES CORPORATION position in Q3 2026.
Forgent Power Solutions made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #2110 holding.
231 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.