Forgent Power Solutions, Inc. - FPS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | History | New | 471,189 | 13,791 | 0.01% | — | 1 | +471,189 | New | Q1 2026 | Apr 22, 2026 |
| ABN AMRO Bank N.V. | History | New | 88,000 | 2,577 | 0.03% | — | 2 | +88,000 | New | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott LLC | History | New | 11,483 | 336 | 0.0% | — | 3 | +11,483 | New | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | New | 750 | 21 | 0.0% | — | 4 | +750 | New | Q1 2026 | Apr 13, 2026 |
| Tradewinds Capital Management, LLC | History | New | 172 | 5 | 0.0% | — | 5 | +172 | New | Q1 2026 | Apr 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 100 | 2 | 0.0% | — | 6 | +100 | New | Q1 2026 | Apr 21, 2026 |
| GAMMA Investing LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 06, 2026 |