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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
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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