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Jefferies Financial Group’s Powell Industries POWL Stock Holding History

Jefferies 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 		$620K Buy
+2,166
New +$588K ﹤0.01% 1181
2024
Q2 		– Sell
-6,180
Closed -$293K – 1782
2024
Q1 		$293K Buy
+6,180
New +$264K ﹤0.01% 1220

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 $3.38T AUM 44.17% 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

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

Jefferies Financial Group opened a new position in Powell Industries (POWL) in Q2 2026: 2,166 shares worth $620K. The stake represents ﹤0.01% of the portfolio and ranks #1181 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in POWL as recently as Q1 2024.

Jefferies Financial Group first reported a position in POWL in Q1 2024 and has held it in 2 quarters since. 584 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Jefferies Financial Group held 2,166 shares of Powell Industries worth $620K as of Q2 2026.
  • Powell Industries was a new Jefferies Financial Group position in Q2 2026.
  • Powell Industries made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1181 holding.
  • Jefferies Financial Group first reported a position in Powell Industries in Q1 2024 and has held it in 2 quarters since.
  • 584 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.