Independent Financial Group’s Powell Industries POWL Stock Holding History

Independent Financial 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	$532K	Sell	2,882 -2,825	-50%	-$580K	0.01%	981
2026 Q2	$1.63M	Buy	5,707 +403	+8%	+$109K	0.03%	514
2026 Q1	$957K	Sell	5,304 -2,688	-34%	-$439K	0.02%	642
2025 Q4	$849K	Buy	7,992 +2,571	+47%	+$289K	0.02%	682
2025 Q3	$551K	Buy	5,421 +1,281	+31%	+$109K	0.01%	809
2025 Q2	$290K	Sell	4,140 -654	-14%	-$39.5K	0.01%	1046
2025 Q1	$272K	Sell	4,794 -126	-3%	-$8.78K	0.01%	969
2024 Q4	$364K	Buy	+4,920	New	+$440K	0.01%	826

Other funds holding POWL

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

CAM

Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FIC

FCG Investment Company Germantown, Tennessee $304M AUM

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Independent Financial Group's POWL Position: Q3 2026 in Review

Independent Financial Group reduced its Powell Industries (POWL) stake by 50% in Q3 2026, selling an estimated $580K and leaving 2,882 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #981.

Independent Financial Group first reported a position in POWL in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.63M in Q2 2026. 30 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

Independent Financial Group held 2,882 shares of Powell Industries worth $532K as of Q3 2026.
Independent Financial Group sold 2,825 Powell Industries shares in Q3 2026, an estimated $580K.
Powell Industries made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #981 holding.
Independent Financial Group first reported a position in Powell Industries in Q4 2024 and has held it in 8 quarters since.
Independent Financial Group's Powell Industries position peaked at $1.63M in Q2 2026.
30 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.