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Bernzott Capital Advisors’s Pool Corp POOL Stock Holding History

Bernzott Capital 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
Q2 		$1.25M Buy
5,806
+2,805
+93% +$560K 0.5% 35
2026
Q1 		$607K Buy
+3,001
New +$707K 0.29% 33

Other funds holding POOL

CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WPC
Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Bernzott Capital Advisors's POOL Position: Q2 2026 in Review

Bernzott Capital Advisors increased its Pool Corp (POOL) stake by 93% in Q2 2026, buying an estimated $560K and bringing the position to 5,806 shares worth $1.25M. The position accounts for 0.5% of the portfolio, ranked #35.

Bernzott Capital Advisors first reported a position in POOL in Q1 2026 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Bernzott Capital Advisors held 5,806 shares of Pool Corp worth $1.25M as of Q2 2026.
  • Bernzott Capital Advisors bought 2,805 Pool Corp shares in Q2 2026, an estimated $560K.
  • Pool Corp made up 0.5% of Bernzott Capital Advisors's portfolio in Q2 2026, its #35 holding.
  • Bernzott Capital Advisors first reported a position in Pool Corp in Q1 2026 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Bernzott Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.