Winch Advisory Services’s Powell Industries POWL Stock Holding History

Winch Advisory Services’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	$4.06K	Buy	+22	New	+$4.52K	﹤0.01%	426

Other funds holding POWL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Winch Advisory Services's POWL Position: Q3 2026 in Review

Winch Advisory Services opened a new position in Powell Industries (POWL) in Q3 2026: 22 shares worth $4.06K. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings.

256 funds tracked by Wall St. Rank hold POWL as of Q3 2026.

Winch Advisory Services held 22 shares of Powell Industries worth $4.06K as of Q3 2026.
Powell Industries was a new Winch Advisory Services position in Q3 2026.
Powell Industries made up ﹤0.01% of Winch Advisory Services's portfolio in Q3 2026, its #426 holding.
256 funds tracked by Wall St. Rank held Powell Industries as of Q3 2026.

Based on Winch Advisory Services's 13F filing for Q3 2026, filed 6 Nov 2026.