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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

POWL holding history

Powell Industries Inc in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

POWL overviewAll 13F holders of POWLFull Q2 2026 holdings

Shares (Q2 2026)
15,379
Value
$4.40M
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of POWL by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,379$4.40M<0.1%−212−1.4%ReducedConverted for a 3-for-1 splitHolders
Q1 20265,197$2.81M<0.1%+92+1.8%AddedHolders
Q4 20255,105$1.63M<0.1%−932−15.4%ReducedHolders
Q3 20256,037$1.84M<0.1%00.0%UnchangedHolders
Q2 20256,037$1.27M<0.1%+4+0.1%AddedHolders
Q1 20256,033$1.03M<0.1%+1,003+19.9%AddedHolders
Q4 20245,030$1.11M<0.1%+4,000+388.3%AddedHolders
Q3 20241,030$228.7K<0.1%+1,030NewHolders