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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PFG Advisors's POWL Position: Q2 2026 in Review

PFG Advisors reduced its Powell Industries (POWL) stake by 2.7% in Q2 2026, selling an estimated $84.6K and leaving 11,073 shares worth $3.17M. The position accounts for 0.16% of the portfolio, ranked #158.

PFG Advisors first reported a position in POWL in Q1 2024 and has held it in 10 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • PFG Advisors held 11,073 shares of Powell Industries worth $3.17M as of Q2 2026.
  • PFG Advisors sold 312 Powell Industries shares in Q2 2026, an estimated $84.6K.
  • Powell Industries made up 0.16% of PFG Advisors's portfolio in Q2 2026, its #158 holding.
  • PFG Advisors first reported a position in Powell Industries in Q1 2024 and has held it in 10 quarters since.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.