Truist Financial’s Powell Industries POWL Stock Holding History

Truist 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	$2.86M	Sell	9,998 -2,830	-22%	-$768K	﹤0.01%	1188
2026 Q1	$2.31M	Sell	12,828 -3,705	-22%	-$606K	﹤0.01%	1228
2025 Q4	$1.76M	Sell	16,533 -28,590	-63%	-$3.21M	﹤0.01%	1370
2025 Q3	$4.58M	Buy	45,123 +13,557	+43%	+$1.15M	0.01%	922
2025 Q2	$2.21M	Buy	31,566 +12,987	+70%	+$784K	﹤0.01%	1224
2025 Q1	$1.05M	Buy	+18,579	New	+$1.3M	﹤0.01%	1494
2024 Q3	–	Sell	-68,697	Closed	-$3.28M	–	2680
2024 Q2	$3.28M	Sell	68,697 -5,457	-7%	-$285K	0.01%	1040
2024 Q1	$3.52M	Buy	74,154 +59,013	+390%	+$2.53M	0.01%	1020
2023 Q4	$446K	Sell	15,141 -486	-3%	-$13.5K	﹤0.01%	2057
2023 Q3	$432K	Sell	15,627 -3,153	-17%	-$78.2K	﹤0.01%	1994
2023 Q2	$379K	Buy	+18,780	New	+$325K	﹤0.01%	2122

Other funds holding POWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Truist Financial's POWL Position: Q2 2026 in Review

Truist Financial reduced its Powell Industries (POWL) stake by 22% in Q2 2026, selling an estimated $768K and leaving 9,998 shares worth $2.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Truist Financial first reported a position in POWL in Q2 2023 and has held it in 11 quarters since. The position peaked at $4.58M in Q3 2025. 282 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Truist Financial held 9,998 shares of Powell Industries worth $2.86M as of Q2 2026.
Truist Financial sold 2,830 Powell Industries shares in Q2 2026, an estimated $768K.
Powell Industries made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1188 holding.
Truist Financial first reported a position in Powell Industries in Q2 2023 and has held it in 11 quarters since.
Truist Financial's Powell Industries position peaked at $4.58M in Q3 2025.
282 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.