BOCHK Asset Management
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BOCHK Asset Management’s Powell Industries POWL Stock Holding History

BOCHK Asset Management’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 		– Sell
-6,700
Closed -$1.92M – 170
2026
Q2 		$1.92M Buy
6,700
+2,800
+72% +$760K 0.3% 80
2026
Q1 		$703K Buy
+3,900
New +$637K 0.15% 81

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Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

BOCHK Asset Management's POWL Position: Q3 2026 in Review

BOCHK Asset Management sold out of Powell Industries (POWL) in Q3 2026, closing a stake of 6,700 shares — an estimated $1.92M sold.

BOCHK Asset Management first reported a position in POWL in Q1 2026 and held it in 2 quarters. The position peaked at $1.92M in Q2 2026. 202 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • BOCHK Asset Management reported no remaining Powell Industries position as of Q3 2026 after selling out during the quarter.
  • BOCHK Asset Management sold 6,700 Powell Industries shares in Q3 2026, an estimated $1.92M.
  • BOCHK Asset Management first reported a position in Powell Industries in Q1 2026 and held it in 2 quarters.
  • BOCHK Asset Management's Powell Industries position peaked at $1.92M in Q2 2026.
  • 202 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on BOCHK Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.