Mather Group’s Powell Industries POWL Stock Holding History

Mather 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	$2.21K	Buy	+12	New	+$2.46K	﹤0.01%	2022

Other funds holding POWL

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

CAM

Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FIC

FCG Investment Company Germantown, Tennessee $304M AUM

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Mather Group's POWL Position: Q3 2026 in Review

Mather Group opened a new position in Powell Industries (POWL) in Q3 2026: 12 shares worth $2.21K. The stake represents ﹤0.01% of the portfolio and ranks #2022 among its holdings.

40 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

Mather Group held 12 shares of Powell Industries worth $2.21K as of Q3 2026.
Powell Industries was a new Mather Group position in Q3 2026.
Powell Industries made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2022 holding.
40 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.