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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
Q3 		– Sell
-288
Closed -$82.5K – 505
2026
Q2 		$82.5K Buy
288
+48
+20% +$13K 0.02% 202
2026
Q1 		$43.3K Buy
+240
New +$39.2K 0.01% 233

Other funds holding POWL

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

USA Financial Formulas's POWL Position: Q3 2026 in Review

USA Financial Formulas sold out of Powell Industries (POWL) in Q3 2026, closing a stake of 288 shares — an estimated $82.5K sold.

USA Financial Formulas first reported a position in POWL in Q1 2026 and held it in 2 quarters. The position peaked at $82.5K in Q2 2026. 51 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

  • USA Financial Formulas reported no remaining Powell Industries position as of Q3 2026 after selling out during the quarter.
  • USA Financial Formulas sold 288 Powell Industries shares in Q3 2026, an estimated $82.5K.
  • USA Financial Formulas first reported a position in Powell Industries in Q1 2026 and held it in 2 quarters.
  • USA Financial Formulas's Powell Industries position peaked at $82.5K in Q2 2026.
  • 51 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.