Bay Colony Advisors
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Bay Colony Advisors’s Powell Industries POWL Stock Holding History

Bay Colony 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
Q3 		$346K Buy
1,876
+1
+0.1% +$205 0.04% 332
2026
Q2 		$537K Sell
1,875
-975
-34% -$265K 0.06% 254
2026
Q1 		$514K Hold
2,850
– – 0.06% 258
2025
Q4 		$303K Hold
2,850
– – 0.04% 388
2025
Q3 		$290K Buy
+2,850
New +$242K 0.03% 399

Other funds holding POWL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bay Colony Advisors's POWL Position: Q3 2026 in Review

Bay Colony Advisors increased its Powell Industries (POWL) stake by 0.05% in Q3 2026, buying an estimated $205 and bringing the position to 1,876 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #332.

Bay Colony Advisors first reported a position in POWL in Q3 2025 and has held it in 5 quarters since. The position peaked at $537K in Q2 2026. 420 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • Bay Colony Advisors held 1,876 shares of Powell Industries worth $346K as of Q3 2026.
  • Bay Colony Advisors bought 1 Powell Industries share in Q3 2026, an estimated $205.
  • Powell Industries made up 0.04% of Bay Colony Advisors's portfolio in Q3 2026, its #332 holding.
  • Bay Colony Advisors first reported a position in Powell Industries in Q3 2025 and has held it in 5 quarters since.
  • Bay Colony Advisors's Powell Industries position peaked at $537K in Q2 2026.
  • 420 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Bay Colony Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.