Cornerstone Planning Group
POOL icon

Cornerstone Planning Group’s Pool Corp POOL Stock Holding History

Cornerstone Planning 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
2026
Q3 		– Sell
-12
Closed -$2.38K – 1279
2026
Q2 		$2.38K Sell
12
-14
-54% -$2.79K ﹤0.01% 1280
2026
Q1 		$4.69K Buy
26
+1
+4% +$236 ﹤0.01% 1103
2025
Q4 		$6.46K Buy
25
+20
+400% +$5.2K ﹤0.01% 905
2025
Q3 		$552 Sell
5
-3
-38% -$940 ﹤0.01% 1456
2025
Q2 		$2.5K Buy
8
+5
+167% +$1.51K ﹤0.01% 880
2025
Q1 		$928 Buy
3
+2
+200% +$678 ﹤0.01% 1150
2024
Q4 		$360 Buy
+1
New +$364 ﹤0.01% 1232

Other funds holding POOL

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Formuepleje A/S
Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Eldred Rock Partners
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Robinson Value Management
Robinson Value Management San Antonio, Texas $183M AUM 16.72% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Cornerstone Planning Group's POOL Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Pool Corp (POOL) in Q3 2026, closing a stake of 12 shares — an estimated $2.38K sold.

Cornerstone Planning Group first reported a position in POOL in Q4 2024 and held it in 7 quarters. The position peaked at $6.46K in Q4 2025. 76 funds tracked by Wall St. Rank hold POOL as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Pool Corp position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 12 Pool Corp shares in Q3 2026, an estimated $2.38K.
  • Cornerstone Planning Group first reported a position in Pool Corp in Q4 2024 and held it in 7 quarters.
  • Cornerstone Planning Group's Pool Corp position peaked at $6.46K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Pool Corp as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.