UMB Bank’s Powell Industries POWL Stock Holding History

UMB Bank’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	$173K	Buy	960 +18	+2%	+$2.94K	﹤0.01%	737
2025 Q4	$100K	Sell	942 -6	-0.6%	-$674	﹤0.01%	952
2025 Q3	$96.3K	Buy	948 +3	+0.3%	+$254	﹤0.01%	887
2025 Q2	$66.3K	Buy	945 +39	+4%	+$2.35K	﹤0.01%	1012
2025 Q1	$51.4K	Buy	906 +12	+1%	+$836	﹤0.01%	1038
2024 Q4	$66.1K	Sell	894 -48	-5%	-$4.29K	﹤0.01%	804
2024 Q3	$69.7K	Buy	942 +573	+155%	+$31.2K	﹤0.01%	781
2024 Q2	$17.6K	Buy	369 +357	+2,975%	+$18.6K	﹤0.01%	1106
2024 Q1	$569	Buy	+12	New	+$514	﹤0.01%	1945
2023 Q4	–	Sell	-123	Closed	-$3.4K	–	1715
2023 Q3	$3.4K	Hold	123	–	–	﹤0.01%	1475
2023 Q2	$2.48K	Hold	123	–	–	﹤0.01%	1496
2023 Q1	$1.75K	Hold	123	–	–	﹤0.01%	1534
2022 Q4	$1K	Buy	+123	New	+$1.13K	﹤0.01%	1657

Other funds holding POWL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return