BFG
POOL icon

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

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return