Bank of Montreal’s Pool Corp POOL Stock Holding History

Bank of Montreal’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
2023 Q4	–	Sell	-2,000	Closed	-$703K	–	4242
2023 Q3	$703K	Buy	+2,000	New	+$728K	﹤0.01%	2242
2023 Q2	–	Sell	-14,700	Closed	-$5.09M	–	4232
2023 Q1	$5.09M	Buy	+14,700	New	+$5.22M	﹤0.01%	1228

Other funds holding POOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal's POOL Position: Q2 2026 in Review

Bank of Montreal reduced its Pool Corp (POOL) stake by 10% in Q2 2026, selling an estimated $439K and leaving 19,558 shares worth $4.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

Bank of Montreal first reported a position in POOL in Q2 2013 and has held it in 53 quarters since. The position peaked at $22M in Q4 2021. 395 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

Bank of Montreal held 19,558 shares of Pool Corp worth $4.2M as of Q2 2026.
Bank of Montreal sold 2,201 Pool Corp shares in Q2 2026, an estimated $439K.
Pool Corp made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1443 holding.
Bank of Montreal first reported a position in Pool Corp in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Pool Corp position peaked at $22M in Q4 2021.
395 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.