Bell Investment Advisors’s Pool Corp POOL Stock Holding History

Bell Investment Advisors’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 Q1	–	Sell	-2	Closed	-$458	–	1917
2025 Q4	$458	Sell	2 -30	-94%	-$7.8K	﹤0.01%	1769
2025 Q3	$9.92K	Hold	32	–	–	﹤0.01%	647
2025 Q2	$9.33K	Sell	32 -4	-11%	-$1.21K	﹤0.01%	698
2025 Q1	$11.5K	Sell	36 -2	-5%	-$678	﹤0.01%	549
2024 Q4	$13K	Hold	38	–	–	﹤0.01%	508
2024 Q3	$14.3K	Hold	38	–	–	﹤0.01%	491
2024 Q2	$11.7K	Hold	38	–	–	﹤0.01%	558
2024 Q1	$15.3K	Hold	38	–	–	﹤0.01%	441
2023 Q4	$15.2K	Hold	38	–	–	﹤0.01%	428
2023 Q3	$13.5K	Hold	38	–	–	﹤0.01%	402
2023 Q2	$14.2K	Sell	38 -2	-5%	-$684	﹤0.01%	395
2023 Q1	$13.7K	Sell	40 -4	-9%	-$1.42K	﹤0.01%	395
2022 Q4	$13.3K	Buy	44 +6	+16%	+$1.9K	﹤0.01%	396
2022 Q3	$12K	Sell	38 -2	-5%	-$714	﹤0.01%	371
2022 Q2	$14K	Buy	+40	New	+$15.9K	﹤0.01%	347
2021 Q4	$22K	Buy	38 +1	+3%	+$524	0.01%	295
2021 Q3	$16K	Buy	+37	New	+$17.5K	﹤0.01%	334

Other funds holding POOL

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return