CBA
POOL icon

Coastal Bridge Advisors’s Pool Corp POOL Stock Holding History

Coastal Bridge 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
2025
Q4 		– Sell
-1,553
Closed -$481K – 480
2025
Q3 		$481K Buy
1,553
+332
+27% +$104K 0.04% 303
2025
Q2 		$356K Sell
1,221
-285
-19% -$86.2K 0.03% 331
2025
Q1 		$479K Buy
+1,506
New +$511K 0.12% 164

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Coastal Bridge Advisors's POOL Position: Q4 2025 in Review

Coastal Bridge Advisors sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 1,553 shares — an estimated $481K sold.

Coastal Bridge Advisors first reported a position in POOL in Q1 2025 and held it in 3 quarters. The position peaked at $481K in Q3 2025. 648 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

  • Coastal Bridge Advisors reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
  • Coastal Bridge Advisors sold 1,553 Pool Corp shares in Q4 2025, an estimated $481K.
  • Coastal Bridge Advisors first reported a position in Pool Corp in Q1 2025 and held it in 3 quarters.
  • Coastal Bridge Advisors's Pool Corp position peaked at $481K in Q3 2025.
  • 648 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on Coastal Bridge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.