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RFG Advisory’s Powell Industries POWL Stock Holding History

RFG Advisory’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 		$225K Sell
787
-4,802
-86% -$1.3M ﹤0.01% 1050
2026
Q1 		$1.01M Buy
+5,589
New +$913K 0.02% 540

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

RFG Advisory's POWL Position: Q2 2026 in Review

RFG Advisory reduced its Powell Industries (POWL) stake by 86% in Q2 2026, selling an estimated $1.3M and leaving 787 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

RFG Advisory first reported a position in POWL in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.01M in Q1 2026. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • RFG Advisory held 787 shares of Powell Industries worth $225K as of Q2 2026.
  • RFG Advisory sold 4,802 Powell Industries shares in Q2 2026, an estimated $1.3M.
  • Powell Industries made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #1050 holding.
  • RFG Advisory first reported a position in Powell Industries in Q1 2026 and has held it in 2 quarters since.
  • RFG Advisory's Powell Industries position peaked at $1.01M in Q1 2026.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.