COMPASS FINANCIAL MANAGEMENT LLC’s Powell Industries POWL Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$5.44K	Buy	+19	New	+$5.16K	﹤0.01%	1167

Other funds holding POWL

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

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

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's POWL Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Powell Industries (POWL) in Q2 2026: 19 shares worth $5.44K. The stake represents ﹤0.01% of the portfolio and ranks #1167 among its holdings.

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

COMPASS FINANCIAL MANAGEMENT LLC held 19 shares of Powell Industries worth $5.44K as of Q2 2026.
Powell Industries was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Powell Industries made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1167 holding.
420 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.