Stifel Financial
POWL icon

Stifel Financial’s Powell Industries POWL Stock Holding History

Stifel 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
Q2 		$1.15M Sell
4,020
-966
-19% -$262K ﹤0.01% 2462
2026
Q1 		$899K Sell
4,986
-1,038
-17% -$170K ﹤0.01% 2511
2025
Q4 		$640K Buy
6,024
+864
+17% +$97K ﹤0.01% 2721
2025
Q3 		$524K Buy
5,160
+204
+4% +$17.3K ﹤0.01% 2779
2025
Q2 		$348K Buy
4,956
+69
+1% +$4.16K ﹤0.01% 2961
2025
Q1 		$277K Buy
4,887
+1,320
+37% +$92K ﹤0.01% 3022
2024
Q4 		$264K Buy
3,567
+36
+1% +$3.22K ﹤0.01% 3029
2024
Q3 		$261K Buy
+3,531
New +$192K ﹤0.01% 3025

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

Stifel Financial's POWL Position: Q2 2026 in Review

Stifel Financial reduced its Powell Industries (POWL) stake by 19% in Q2 2026, selling an estimated $262K and leaving 4,020 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

Stifel Financial first reported a position in POWL in Q3 2024 and has held it in 8 quarters since. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Stifel Financial held 4,020 shares of Powell Industries worth $1.15M as of Q2 2026.
  • Stifel Financial sold 966 Powell Industries shares in Q2 2026, an estimated $262K.
  • Powell Industries made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2462 holding.
  • Stifel Financial first reported a position in Powell Industries in Q3 2024 and has held it in 8 quarters since.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.