Raymond James Financial
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Raymond James Financial’s Powell Industries POWL Stock Holding History

Raymond James Financial’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
Q1 		$39.9M Sell
227,490
-108,492
-32% -$17.7M 0.01% 999
2025
Q4 		$36.2M Sell
335,982
-42,420
-11% -$4.76M 0.01% 1025
2025
Q3 		$38.4M Sell
378,402
-10,125
-3% -$859K 0.01% 970
2025
Q2 		$27.3M Buy
388,527
+23,103
+6% +$1.39M 0.01% 1138
2025
Q1 		$20.7M Buy
365,424
+60,129
+20% +$4.19M 0.01% 1276
2024
Q4 		$22.6M Buy
+305,295
New +$27.3M 0.01% 1215

Other funds holding POWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial's POWL Position: Q1 2026 in Review

Raymond James Financial reduced its Powell Industries (POWL) stake by 32% in Q1 2026, selling an estimated $17.7M and leaving 227,490 shares worth $39.9M. The position accounts for 0.01% of the portfolio, ranked #999.

Raymond James Financial first reported a position in POWL in Q4 2024 and has held it in 6 quarters since. 475 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

  • Raymond James Financial held 227,490 shares of Powell Industries worth $39.9M as of Q1 2026.
  • Raymond James Financial sold 108,492 Powell Industries shares in Q1 2026, an estimated $17.7M.
  • Powell Industries made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #999 holding.
  • Raymond James Financial first reported a position in Powell Industries in Q4 2024 and has held it in 6 quarters since.
  • 475 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.