Jones Financial Companies
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Jones Financial Companies’s Powell Industries POWL Stock Holding History

Jones Financial Companies’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 		$5.84M Sell
20,881
-500
-2% -$136K ﹤0.01% 1127
2026
Q1 		$3.83M Buy
21,381
+17,826
+501% +$2.91M ﹤0.01% 1180
2025
Q4 		$378K Buy
3,555
+306
+9% +$34.4K ﹤0.01% 1627
2025
Q3 		$315K Buy
3,249
+282
+10% +$23.9K ﹤0.01% 1597
2025
Q2 		$211K Buy
2,967
+936
+46% +$56.5K ﹤0.01% 1643
2025
Q1 		$120K Buy
2,031
+1,716
+545% +$120K ﹤0.01% 1699
2024
Q4 		$23.3K Buy
315
+30
+11% +$2.68K ﹤0.01% 2191
2024
Q3 		$20.8K Buy
285
+150
+111% +$8.16K ﹤0.01% 1942
2024
Q2 		$6.45K Buy
+135
New +$7.04K ﹤0.01% 1888

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

Jones Financial Companies's POWL Position: Q2 2026 in Review

Jones Financial Companies reduced its Powell Industries (POWL) stake by 2.3% in Q2 2026, selling an estimated $136K and leaving 20,881 shares worth $5.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Jones Financial Companies first reported a position in POWL in Q2 2024 and has held it in 9 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Jones Financial Companies held 20,881 shares of Powell Industries worth $5.84M as of Q2 2026.
  • Jones Financial Companies sold 500 Powell Industries shares in Q2 2026, an estimated $136K.
  • Powell Industries made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1127 holding.
  • Jones Financial Companies first reported a position in Powell Industries in Q2 2024 and has held it in 9 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.