Barnes Pettey Financial Advisors’s Powell Industries POWL Stock Holding History

Barnes Pettey Financial Advisors’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	$255K	Buy	+891	New	+$242K	0.08%	155

Other funds holding POWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barnes Pettey Financial Advisors's POWL Position: Q2 2026 in Review

Barnes Pettey Financial Advisors opened a new position in Powell Industries (POWL) in Q2 2026: 891 shares worth $255K. The stake represents 0.08% of the portfolio and ranks #155 among its holdings.

580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Barnes Pettey Financial Advisors held 891 shares of Powell Industries worth $255K as of Q2 2026.
Powell Industries was a new Barnes Pettey Financial Advisors position in Q2 2026.
Powell Industries made up 0.08% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #155 holding.
580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.