Farther Finance Advisors’s Powell Industries POWL Stock Holding History

Farther Finance 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 Q1	$403K	Sell	2,181 -372	-15%	-$60.8K	﹤0.01%	1547
2025 Q4	$271K	Buy	2,553 +153	+6%	+$17.2K	﹤0.01%	1713
2025 Q3	$244K	Buy	2,400 +1,848	+335%	+$157K	﹤0.01%	1504
2025 Q2	$38.8K	Sell	552 -552	-50%	-$33.3K	﹤0.01%	2258
2025 Q1	$64.7K	Sell	1,104 -39	-3%	-$2.72K	﹤0.01%	1765
2024 Q4	$84.5K	Buy	1,143 +543	+91%	+$48.5K	﹤0.01%	1382
2024 Q3	$44.4K	Buy	600 +315	+111%	+$17.1K	﹤0.01%	1717
2024 Q2	$13.6K	Buy	+285	New	+$14.9K	﹤0.01%	1942

Other funds holding POWL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return