Position in POWL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$225,365
-$782,667 QoQ
Shares Held
787
-85.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#453
of 578 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in POWL Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026RFG Advisory, LLC holds $1,241,878 across 2 Electrical Equipment & Parts names. POWL ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
3,036 | $1,016,513 | |
| 2 | POWL |
Powell Industries Inc
This page
|
787 | $225,365 |
All Filings in POWL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,365 | 787 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,008,032 | 1,863 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||