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AFG Fiduciary Services’s Powell Industries POWL Stock Holding History

AFG Fiduciary Services’s Portfolio POWL Stock Details POWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16,875
Closed -$1.05M – 79
2026
Q1 		$1.05M Buy
16,875
+11,640
+222% +$1.9M 0.61% 34
2025
Q4 		$615K Sell
5,235
-1,023
-16% -$115K 0.36% 46
2025
Q3 		$660K Buy
6,258
+1,659
+36% +$141K 0.38% 47
2025
Q2 		$322K Buy
+4,599
New +$277K 0.21% 64

Other funds holding POWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AFG Fiduciary Services's POWL Position: Q2 2026 in Review

AFG Fiduciary Services sold out of Powell Industries (POWL) in Q2 2026, closing a stake of 16,875 shares — an estimated $1.05M sold.

AFG Fiduciary Services first reported a position in POWL in Q2 2025 and held it in 4 quarters. The position peaked at $1.05M in Q1 2026. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • AFG Fiduciary Services reported no remaining Powell Industries position as of Q2 2026 after selling out during the quarter.
  • AFG Fiduciary Services sold 16,875 Powell Industries shares in Q2 2026, an estimated $1.05M.
  • AFG Fiduciary Services first reported a position in Powell Industries in Q2 2025 and held it in 4 quarters.
  • AFG Fiduciary Services's Powell Industries position peaked at $1.05M in Q1 2026.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.