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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Financial Group's POWL Position: Q2 2026 in Review

Independent Financial Group increased its Powell Industries (POWL) stake by 7.6% in Q2 2026, buying an estimated $109K and bringing the position to 5,707 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #514.

Independent Financial Group first reported a position in POWL in Q4 2024 and has held it in 7 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Independent Financial Group held 5,707 shares of Powell Industries worth $1.63M as of Q2 2026.
  • Independent Financial Group bought 403 Powell Industries shares in Q2 2026, an estimated $109K.
  • Powell Industries made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #514 holding.
  • Independent Financial Group first reported a position in Powell Industries in Q4 2024 and has held it in 7 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.