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Integrated Financial Solutions’s Powell Industries POWL Stock Holding History

Integrated Financial Solutions’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
2025
Q4 		– Sell
-2,550
Closed -$259K – 35
2025
Q3 		$259K Sell
2,550
-33,270
-93% -$2.82M 0.18% 25
2025
Q2 		$2.51M Buy
+35,820
New +$2.16M 2.14% 12

Other funds holding POWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Integrated Financial Solutions's POWL Position: Q4 2025 in Review

Integrated Financial Solutions sold out of Powell Industries (POWL) in Q4 2025, closing a stake of 2,550 shares — an estimated $259K sold.

Integrated Financial Solutions first reported a position in POWL in Q2 2025 and held it in 2 quarters. The position peaked at $2.51M in Q2 2025. 422 funds tracked by Wall St. Rank hold POWL as of Q4 2025.

  • Integrated Financial Solutions reported no remaining Powell Industries position as of Q4 2025 after selling out during the quarter.
  • Integrated Financial Solutions sold 2,550 Powell Industries shares in Q4 2025, an estimated $259K.
  • Integrated Financial Solutions first reported a position in Powell Industries in Q2 2025 and held it in 2 quarters.
  • Integrated Financial Solutions's Powell Industries position peaked at $2.51M in Q2 2025.
  • 422 funds tracked by Wall St. Rank held Powell Industries as of Q4 2025.

Based on Integrated Financial Solutions's 13F filing for Q4 2025, filed 23 Jan 2026.