Superior Planning, LLC’s Pool Corp POOL Stock Holding History

Superior Planning, LLC’s Portfolio POOL Stock Details POOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$809	Buy	+5	New	+$946	﹤0.01%	1793

Other funds holding POOL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Superior Planning, LLC's POOL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Pool Corp (POOL) in Q3 2026: 5 shares worth $809. The stake represents ﹤0.01% of the portfolio and ranks #1793 among its holdings.

351 funds tracked by Wall St. Rank hold POOL as of Q3 2026.

Superior Planning, LLC held 5 shares of Pool Corp worth $809 as of Q3 2026.
Pool Corp was a new Superior Planning, LLC position in Q3 2026.
Pool Corp made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1793 holding.
351 funds tracked by Wall St. Rank held Pool Corp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.