BFG
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Bleakley Financial Group’s Pool Corp POOL Stock Holding History

Bleakley Financial Group’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
2025
Q1 		– Sell
-704
Closed -$240K – 860
2024
Q4 		$240K Buy
704
+5
+0.7% +$1.82K 0.01% 888
2024
Q3 		$263K Sell
699
-84
-11% -$29.1K 0.01% 826
2024
Q2 		$241K Sell
783
-111
-12% -$40.2K 0.01% 826
2024
Q1 		$361K Buy
894
+85
+11% +$33.2K 0.01% 704
2023
Q4 		$323K Sell
809
-9
-1% -$3.15K 0.01% 713
2023
Q3 		$291K Buy
818
+74
+10% +$26.9K 0.01% 692
2023
Q2 		$279K Buy
744
+3
+0.4% +$1.03K 0.01% 745
2023
Q1 		$254K Buy
741
+15
+2% +$5.32K 0.01% 754
2022
Q4 		$220K Buy
+726
New +$230K 0.01% 774

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bleakley Financial Group's POOL Position: Q1 2025 in Review

Bleakley Financial Group sold out of Pool Corp (POOL) in Q1 2025, closing a stake of 704 shares — an estimated $240K sold.

Bleakley Financial Group first reported a position in POOL in Q4 2022 and held it in 9 quarters. The position peaked at $361K in Q1 2024. 737 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

  • Bleakley Financial Group reported no remaining Pool Corp position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 704 Pool Corp shares in Q1 2025, an estimated $240K.
  • Bleakley Financial Group first reported a position in Pool Corp in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's Pool Corp position peaked at $361K in Q1 2024.
  • 737 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.