BFS
POWL icon

Bare Financial Services’s Powell Industries POWL Stock Holding History

Bare Financial 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 		$26.3K Buy
92
+41
+80% +$11.1K 0.01% 182
2026
Q1 		$9.2K Buy
51
+30
+143% +$4.9K ﹤0.01% 391
2025
Q4 		$2.23K Buy
21
+15
+250% +$1.68K ﹤0.01% 830
2025
Q3 		$610 Hold
6
– – ﹤0.01% 1180
2025
Q2 		$421 Hold
6
– – ﹤0.01% 1174
2025
Q1 		$341 Buy
+6
New +$418 ﹤0.01% 917

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

Bare Financial Services's POWL Position: Q2 2026 in Review

Bare Financial Services increased its Powell Industries (POWL) stake by 80% in Q2 2026, buying an estimated $11.1K and bringing the position to 92 shares worth $26.3K. The position accounts for 0.01% of the portfolio, ranked #182.

Bare Financial Services first reported a position in POWL in Q1 2025 and has held it in 6 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Bare Financial Services held 92 shares of Powell Industries worth $26.3K as of Q2 2026.
  • Bare Financial Services bought 41 Powell Industries shares in Q2 2026, an estimated $11.1K.
  • Powell Industries made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #182 holding.
  • Bare Financial Services first reported a position in Powell Industries in Q1 2025 and has held it in 6 quarters since.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.