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Allworth Financial LP

Position in FPS — Forgent Power Solutions, Inc.

CIK 1555170 FOLSOM, CA

Position in FPS

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$86,303
+$74,244 QoQ
Shares Held
1,545
+275.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#312
of 365 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in FPS Over Time

Shares Held

Position Value (USD)

Position in Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

Allworth Financial LP holds $19,620,878 across 25 Electrical Equipment & Parts names. FPS ranks #8 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 FPS
Forgent Power Solutions, Inc.
This page
1,545 $86,303

All Filings in FPS

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $86,303 1,545
2026-03-31 $12,059 412