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BankPlus Trust Department’s Pool Corp POOL Stock Holding History

BankPlus Trust Department’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
Q2 		$55.9K Sell
260
-42
-14% -$8.38K 0.01% 267
2026
Q1 		$61.1K Hold
302
– – 0.02% 247
2025
Q4 		$69.1K Sell
302
-53
-15% -$13.8K 0.02% 232
2025
Q3 		$110K Sell
355
-45
-11% -$14.1K 0.03% 204
2025
Q2 		$117K Hold
400
– – 0.03% 184
2025
Q1 		$127K Sell
400
-28
-7% -$9.5K 0.04% 167
2024
Q4 		$146K Buy
+428
New +$156K 0.05% 162

Other funds holding POOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BankPlus Trust Department's POOL Position: Q2 2026 in Review

BankPlus Trust Department reduced its Pool Corp (POOL) stake by 14% in Q2 2026, selling an estimated $8.38K and leaving 260 shares worth $55.9K. The position accounts for 0.01% of the portfolio, ranked #267.

BankPlus Trust Department first reported a position in POOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $146K in Q4 2024. 618 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • BankPlus Trust Department held 260 shares of Pool Corp worth $55.9K as of Q2 2026.
  • BankPlus Trust Department sold 42 Pool Corp shares in Q2 2026, an estimated $8.38K.
  • Pool Corp made up 0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #267 holding.
  • BankPlus Trust Department first reported a position in Pool Corp in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Trust Department's Pool Corp position peaked at $146K in Q4 2024.
  • 618 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.