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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
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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