Littlejohn Financial Services
POWL icon

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
Q3 		$1.83M Buy
9,918
+3,701
+60% +$760K 1.35% 30
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

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Littlejohn Financial Services's POWL Position: Q3 2026 in Review

Littlejohn Financial Services increased its Powell Industries (POWL) stake by 60% in Q3 2026, buying an estimated $760K and bringing the position to 9,918 shares worth $1.83M. The position accounts for 1.35% of the portfolio, ranked #30.

Littlejohn Financial Services first reported a position in POWL in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.95M in Q1 2026. 345 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • Littlejohn Financial Services held 9,918 shares of Powell Industries worth $1.83M as of Q3 2026.
  • Littlejohn Financial Services bought 3,701 Powell Industries shares in Q3 2026, an estimated $760K.
  • Powell Industries made up 1.35% of Littlejohn Financial Services's portfolio in Q3 2026, its #30 holding.
  • Littlejohn Financial Services first reported a position in Powell Industries in Q3 2025 and has held it in 5 quarters since.
  • Littlejohn Financial Services's Powell Industries position peaked at $1.95M in Q1 2026.
  • 345 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Littlejohn Financial Services's 13F filing for Q3 2026, filed 6 Nov 2026.