Diversified Trust’s Pool Corp POOL Stock Holding History

Diversified Trust’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	$469K	Buy	2,182 +2	+0.1%	+$399	0.01%	775
2026 Q1	$441K	Buy	+2,180	New	+$514K	0.01%	729
2022 Q1	–	Sell	-536	Closed	-$303K	–	862
2021 Q4	$303K	Buy	+536	New	+$281K	0.01%	635
2021 Q3	–	Sell	-616	Closed	-$283K	–	845
2021 Q2	$283K	Sell	616 -252	-29%	-$106K	0.01%	568
2021 Q1	$300K	Buy	868 +11	+1%	+$3.83K	0.01%	538
2020 Q4	$319K	Buy	857 +139	+19%	+$48.5K	0.01%	488
2020 Q3	$240K	Buy	+718	New	+$222K	0.01%	514

Other funds holding POOL

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

GWMI

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CPCPP

Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

CIG

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Diversified Trust's POOL Position: Q2 2026 in Review

Diversified Trust increased its Pool Corp (POOL) stake by 0.09% in Q2 2026, buying an estimated $399 and bringing the position to 2,182 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #775.

Diversified Trust first reported a position in POOL in Q3 2020 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

Diversified Trust held 2,182 shares of Pool Corp worth $469K as of Q2 2026.
Diversified Trust bought 2 Pool Corp shares in Q2 2026, an estimated $399.
Pool Corp made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #775 holding.
Diversified Trust first reported a position in Pool Corp in Q3 2020 and has held it in 7 quarters since.
57 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.