Daiwa Securities Group’s Powell Industries POWL Stock Holding History

Daiwa Securities 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 Q3	$306K	Hold	1,660	–	–	﹤0.01%	1030
2026 Q2	$475K	Buy	1,660 +1,075	+184%	+$292K	﹤0.01%	982
2026 Q1	$106K	Buy	+585	New	+$95.6K	﹤0.01%	1063
2024 Q4	–	Sell	-13,689	Closed	-$1.01M	–	1318
2024 Q3	$1.01M	Buy	13,689 +10,500	+329%	+$572K	﹤0.01%	736
2024 Q2	$152K	Sell	3,189 -6,300	-66%	-$329K	﹤0.01%	1004
2024 Q1	$450K	Buy	+9,489	New	+$406K	﹤0.01%	856

Other funds holding POWL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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 Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Daiwa Securities Group's POWL Position: Q3 2026 in Review

Daiwa Securities Group held its Powell Industries (POWL) position steady in Q3 2026 at 1,660 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Daiwa Securities Group first reported a position in POWL in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q3 2024. 178 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

Daiwa Securities Group held 1,660 shares of Powell Industries worth $306K as of Q3 2026.
Daiwa Securities Group left its Powell Industries share count unchanged in Q3 2026.
Powell Industries made up ﹤0.01% of Daiwa Securities Group's portfolio in Q3 2026, its #1030 holding.
Daiwa Securities Group first reported a position in Powell Industries in Q1 2024 and has held it in 6 quarters since.
Daiwa Securities Group's Powell Industries position peaked at $1.01M in Q3 2024.
178 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Daiwa Securities Group's 13F filing for Q3 2026, filed 29 Oct 2026.