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Victory Financial Group’s Powell Industries POWL Stock Holding History

Victory Financial Group’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 		$1.79M Buy
9,909
+21
+0.2% +$3.43K 0.22% 76
2025
Q4 		$1.05M Hold
9,888
– – 0.13% 105
2025
Q3 		$1M Hold
9,888
– – 0.14% 95
2025
Q2 		$694K Hold
9,888
– – 0.11% 95
2025
Q1 		$561K Buy
+9,888
New +$689K 0.11% 97

Other funds holding POWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Financial Group's POWL Position: Q1 2026 in Review

Victory Financial Group increased its Powell Industries (POWL) stake by 0.21% in Q1 2026, buying an estimated $3.43K and bringing the position to 9,909 shares worth $1.79M. The position accounts for 0.22% of the portfolio, ranked #76.

Victory Financial Group first reported a position in POWL in Q1 2025 and has held it in 5 quarters since. 474 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

  • Victory Financial Group held 9,909 shares of Powell Industries worth $1.79M as of Q1 2026.
  • Victory Financial Group bought 21 Powell Industries shares in Q1 2026, an estimated $3.43K.
  • Powell Industries made up 0.22% of Victory Financial Group's portfolio in Q1 2026, its #76 holding.
  • Victory Financial Group first reported a position in Powell Industries in Q1 2025 and has held it in 5 quarters since.
  • 474 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.