PFG Advisors’s Powell Industries POWL Stock Holding History

PFG Advisors’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	$2.07M	Buy	11,219 +146	+1%	+$30K	0.11%	233
2026 Q2	$3.17M	Sell	11,073 -312	-3%	-$84.6K	0.16%	158
2026 Q1	$2.05M	Buy	11,385 +114	+1%	+$18.6K	0.1%	237
2025 Q4	$1.2M	Sell	11,271 -2,208	-16%	-$248K	0.06%	338
2025 Q3	$1.37M	Buy	13,479 +387	+3%	+$32.8K	0.06%	337
2025 Q2	$918K	Buy	13,092 +3,270	+33%	+$197K	0.04%	319
2025 Q1	$558K	Sell	9,822 -123	-1%	-$8.57K	0.03%	442
2024 Q4	$735K	Sell	9,945 -132	-1%	-$11.8K	0.05%	378
2024 Q3	$746K	Buy	10,077 +657	+7%	+$35.8K	0.05%	354
2024 Q2	$450K	Buy	9,420 +771	+9%	+$40.2K	0.03%	448
2024 Q1	$410K	Buy	+8,649	New	+$370K	0.03%	444

Other funds holding POWL

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

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

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 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

PFG Advisors's POWL Position: Q3 2026 in Review

PFG Advisors increased its Powell Industries (POWL) stake by 1.3% in Q3 2026, buying an estimated $30K and bringing the position to 11,219 shares worth $2.07M. The position accounts for 0.11% of the portfolio, ranked #233.

PFG Advisors first reported a position in POWL in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.17M in Q2 2026. 50 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

PFG Advisors held 11,219 shares of Powell Industries worth $2.07M as of Q3 2026.
PFG Advisors bought 146 Powell Industries shares in Q3 2026, an estimated $30K.
Powell Industries made up 0.11% of PFG Advisors's portfolio in Q3 2026, its #233 holding.
PFG Advisors first reported a position in Powell Industries in Q1 2024 and has held it in 11 quarters since.
PFG Advisors's Powell Industries position peaked at $3.17M in Q2 2026.
50 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.