BRG
POWL icon

Bay Rivers Group’s Powell Industries POWL Stock Holding History

Bay Rivers Group’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 		$1.71M Sell
5,988
-18
-0.3% -$4.88K 0.59% 37
2026
Q1 		$1.08M Hold
6,006
– – 0.45% 43
2025
Q4 		$638K Hold
6,006
– – 0.26% 52
2025
Q3 		$610K Sell
6,006
-900
-13% -$76.3K 0.26% 51
2025
Q2 		$484K Sell
6,906
-486
-7% -$29.3K 0.22% 61
2025
Q1 		$420K Buy
7,392
+510
+7% +$35.5K 0.22% 62
2024
Q4 		$508K Buy
6,882
+3,531
+105% +$316K 0.25% 52
2024
Q3 		$248K Buy
+3,351
New +$182K 0.12% 74

Other funds holding POWL

TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GCM
GKV Capital Management Walnut Creek, California $310M AUM 51.56% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return
RWM
Rockline Wealth Management Plainview, New York $522M AUM 39.64% 1-Year Est. Return

Bay Rivers Group's POWL Position: Q2 2026 in Review

Bay Rivers Group reduced its Powell Industries (POWL) stake by 0.3% in Q2 2026, selling an estimated $4.88K and leaving 5,988 shares worth $1.71M. The position accounts for 0.59% of the portfolio, ranked #37.

Bay Rivers Group first reported a position in POWL in Q3 2024 and has held it in 8 quarters since. 168 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Bay Rivers Group held 5,988 shares of Powell Industries worth $1.71M as of Q2 2026.
  • Bay Rivers Group sold 18 Powell Industries shares in Q2 2026, an estimated $4.88K.
  • Powell Industries made up 0.59% of Bay Rivers Group's portfolio in Q2 2026, its #37 holding.
  • Bay Rivers Group first reported a position in Powell Industries in Q3 2024 and has held it in 8 quarters since.
  • 168 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Bay Rivers Group's 13F filing for Q2 2026, filed 9 Jul 2026.