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Symphony Financial’s Powell Industries POWL Stock Holding History

Symphony 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 		$527K Buy
+1,862
New +$505K 0.06% 193

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

Symphony Financial's POWL Position: Q2 2026 in Review

Symphony Financial opened a new position in Powell Industries (POWL) in Q2 2026: 1,862 shares worth $527K. The stake represents 0.06% of the portfolio and ranks #193 among its holdings.

580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Symphony Financial held 1,862 shares of Powell Industries worth $527K as of Q2 2026.
  • Powell Industries was a new Symphony Financial position in Q2 2026.
  • Powell Industries made up 0.06% of Symphony Financial's portfolio in Q2 2026, its #193 holding.
  • 580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.