PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in FPS — Forgent Power Solutions, Inc.
CIK 2145782
WALTHAM, MA
Position in FPS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$145,459
+$26,389 QoQ
Shares Held
2,604
-36.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#306
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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $1,482,708 across 3 Electrical Equipment & Parts names. FPS ranks #2 (9.8% of the industry book) .
All Filings in FPS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,459 | 2,604 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $119,070 | 4,068 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||