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USA FINANCIAL FORMULAS’s Powell Industries POWL Stock Holding History

USA FINANCIAL FORMULAS’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 		$82.5K Buy
+288
New +$78.1K 0.02% 202

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

USA FINANCIAL FORMULAS's POWL Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Powell Industries (POWL) in Q2 2026: 288 shares worth $82.5K. The stake represents 0.02% of the portfolio and ranks #202 among its holdings.

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

  • USA FINANCIAL FORMULAS held 288 shares of Powell Industries worth $82.5K as of Q2 2026.
  • Powell Industries was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • Powell Industries made up 0.02% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #202 holding.
  • 228 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.