Sunbelt Securities’s Powell Industries POWL Stock Holding History

Sunbelt Securities’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	$541	Hold	3	–	–	﹤0.01%	2268
2025 Q4	$319	Hold	3	–	–	﹤0.01%	2340
2025 Q3	$305	Buy	+3	New	+$254	﹤0.01%	2348

Other funds holding POWL

BlackRock New York $5.72T 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

Sunbelt Securities's POWL Position: Q1 2026 in Review

Sunbelt Securities held its Powell Industries (POWL) position steady in Q1 2026 at 3 shares worth $541. The position accounts for ﹤0.01% of the portfolio, ranked #2268.

Sunbelt Securities first reported a position in POWL in Q3 2025 and has held it in 3 quarters since. 474 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

Sunbelt Securities held 3 shares of Powell Industries worth $541 as of Q1 2026.
Sunbelt Securities left its Powell Industries share count unchanged in Q1 2026.
Powell Industries made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2268 holding.
Sunbelt Securities first reported a position in Powell Industries in Q3 2025 and has held it in 3 quarters since.
474 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.