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CAPTRUST FINANCIAL ADVISORS

Position in FPS — Forgent Power Solutions, Inc.

CIK 1512024 RALEIGH, NC

Position in FPS

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,440,796
+$1,146,545 QoQ
Shares Held
25,793
+156.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#201
of 365 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 19% Shared 0% None 81%

Common Shares in FPS Over Time

Shares Held

Position Value (USD)

Position in Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $97,767,558 across 15 Electrical Equipment & Parts names. FPS ranks #8 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 FPS
Forgent Power Solutions, Inc.
This page
25,793 $1,440,796

All Filings in FPS

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,440,796 25,793
2026-03-31 $294,251 10,053