POWL — POWELL INDS INC

Ownership history in Integrated Financial Solutions, Inc.  ·  1 quarter on record

This page tracks every 13F SEC filing in which Integrated Financial Solutions, Inc. reported a position in POWELL INDS INC (POWL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.14% (2025 Q3)
Avg. % of fund
2.14%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 11,940 — — 2.14% $2.5M $304.41
% of Fund (quarterly)    POWL price (monthly, adj. close)

Other funds also holding POWL

As of 2025 Q4 — sorted by position size

Vision One Management Partners, LP 10.99% Voss Capital, LP 3Y 5.35% ABS Direct Equity Fund LLC 3.79% Aperture Investors, LLC 3Y 2.79% RPG Investment Advisory, LLC 3Y 7Y 2.46% Broad Bay Capital Management, LP 3Y 7Y 2.33% Rithm Capital Corp. 2.15% ADVISORS MANAGEMENT GROUP INC /ADV 3Y 7Y 1.52% Hodges Capital Management Inc. 3Y 7Y 1.42% Portolan Capital Management, LLC 3Y 7Y 1.35%
← Back to Integrated Financial Solutions, Inc. Holdings