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 Q3	$15.7M	Sell	85,183 -114,476	-57%	-$23.5M	﹤0.01%	1718
2026 Q2	$57.2M	Sell	199,659 -27,831	-12%	-$7.55M	0.02%	865
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 New York $6.79T AUM 37.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Raymond James Financial's POWL Position: Q3 2026 in Review

Raymond James Financial reduced its Powell Industries (POWL) stake by 57% in Q3 2026, selling an estimated $23.5M and leaving 85,183 shares worth $15.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Raymond James Financial first reported a position in POWL in Q4 2024 and has held it in 8 quarters since. The position peaked at $57.2M in Q2 2026. 420 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

Raymond James Financial held 85,183 shares of Powell Industries worth $15.7M as of Q3 2026.
Raymond James Financial sold 114,476 Powell Industries shares in Q3 2026, an estimated $23.5M.
Powell Industries made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #1718 holding.
Raymond James Financial first reported a position in Powell Industries in Q4 2024 and has held it in 8 quarters since.
Raymond James Financial's Powell Industries position peaked at $57.2M in Q2 2026.
420 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.