Medallion Wealth Advisors, LLC
Position in FPS — Forgent Power Solutions, Inc.
CIK 2131139
FARMINGTON, CT
Position in FPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$71,724
New position
Shares Held
1,284
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#314
of 364 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Medallion Wealth Advisors, LLC holds $259,489 across 6 Electrical Equipment & Parts names. FPS ranks #2 (27.6% of the industry book) .
All Filings in FPS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,724 | 1,284 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||