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Littlejohn Financial Services’s Powell Industries POWL Stock Holding History

Littlejohn Financial Services’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 		$1.78M Sell
6,217
-4,571
-42% -$1.24M 1.29% 32
2026
Q1 		$1.95M Sell
10,788
-1,398
-11% -$228K 1.46% 29
2025
Q4 		$1.29M Buy
12,186
+1,578
+15% +$177K 0.95% 35
2025
Q3 		$1.08M Buy
+10,608
New +$900K 0.79% 39

Other funds holding POWL

TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GCM
GKV Capital Management Walnut Creek, California $310M AUM 51.56% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return
RWM
Rockline Wealth Management Plainview, New York $522M AUM 39.64% 1-Year Est. Return

Littlejohn Financial Services's POWL Position: Q2 2026 in Review

Littlejohn Financial Services reduced its Powell Industries (POWL) stake by 42% in Q2 2026, selling an estimated $1.24M and leaving 6,217 shares worth $1.78M. The position accounts for 1.29% of the portfolio, ranked #32.

Littlejohn Financial Services first reported a position in POWL in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.95M in Q1 2026. 180 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Littlejohn Financial Services held 6,217 shares of Powell Industries worth $1.78M as of Q2 2026.
  • Littlejohn Financial Services sold 4,571 Powell Industries shares in Q2 2026, an estimated $1.24M.
  • Powell Industries made up 1.29% of Littlejohn Financial Services's portfolio in Q2 2026, its #32 holding.
  • Littlejohn Financial Services first reported a position in Powell Industries in Q3 2025 and has held it in 4 quarters since.
  • Littlejohn Financial Services's Powell Industries position peaked at $1.95M in Q1 2026.
  • 180 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Littlejohn Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.