Jefferies Financial Group
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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
Q3 		– Sell
-2,166
Closed -$620K – 1697
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

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State Street
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Dimensional Fund Advisors
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Morgan Stanley
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
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Jefferies Financial Group's POWL Position: Q3 2026 in Review

Jefferies Financial Group sold out of Powell Industries (POWL) in Q3 2026, closing a stake of 2,166 shares — an estimated $620K sold.

Jefferies Financial Group first reported a position in POWL in Q1 2024 and held it in 2 quarters. The position peaked at $620K in Q2 2026. 420 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • Jefferies Financial Group reported no remaining Powell Industries position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 2,166 Powell Industries shares in Q3 2026, an estimated $620K.
  • Jefferies Financial Group first reported a position in Powell Industries in Q1 2024 and held it in 2 quarters.
  • Jefferies Financial Group's Powell Industries position peaked at $620K in Q2 2026.
  • 420 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.