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TFC Financial Management’s Powell Industries POWL Stock Holding History

TFC Financial Management’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 		$860 Hold
3
– – ﹤0.01% 671
2026
Q1 		$542 Hold
3
– – ﹤0.01% 698
2025
Q4 		$319 Hold
3
– – ﹤0.01% 736
2025
Q3 		$305 Sell
3
-330
-99% -$28K ﹤0.01% 756
2025
Q2 		$23.4K Buy
333
+330
+11,000% +$19.9K ﹤0.01% 325
2025
Q1 		$171 Hold
3
– – ﹤0.01% 747
2024
Q4 		$222 Hold
3
– – ﹤0.01% 728
2024
Q3 		$222 Buy
+3
New +$163 ﹤0.01% 733
2024
Q2 		– Sell
-3
Closed -$143 – 1065
2024
Q1 		$143 Buy
+3
New +$128 ﹤0.01% 777

Other funds holding POWL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

TFC Financial Management's POWL Position: Q2 2026 in Review

TFC Financial Management held its Powell Industries (POWL) position steady in Q2 2026 at 3 shares worth $860. The position accounts for ﹤0.01% of the portfolio, ranked #671.

TFC Financial Management first reported a position in POWL in Q1 2024 and has held it in 9 quarters since. The position peaked at $23.4K in Q2 2025. 216 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • TFC Financial Management held 3 shares of Powell Industries worth $860 as of Q2 2026.
  • TFC Financial Management left its Powell Industries share count unchanged in Q2 2026.
  • Powell Industries made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #671 holding.
  • TFC Financial Management first reported a position in Powell Industries in Q1 2024 and has held it in 9 quarters since.
  • TFC Financial Management's Powell Industries position peaked at $23.4K in Q2 2025.
  • 216 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.