Dunhill Financial’s Pool Corp POOL Stock Holding History

Dunhill Financial’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 Q1	$313	Sell	1 -1	-50%	-$236	﹤0.01%	1180
2025 Q4	$476	Buy	2 +1	+100%	+$260	﹤0.01%	939
2025 Q3	$221	Hold	1	–	–	﹤0.01%	919
2025 Q2	$349	Sell	1 -21	-95%	-$6.35K	﹤0.01%	901
2025 Q1	$2.99K	Buy	22 +12	+120%	+$4.07K	﹤0.01%	666
2024 Q4	$3.39K	Buy	10 +2	+25%	+$729	﹤0.01%	628
2024 Q3	$2.98K	Buy	8 +4	+100%	+$1.38K	﹤0.01%	647
2024 Q2	$1.13K	Buy	4 +1	+33%	+$362	﹤0.01%	673
2024 Q1	$1.17K	Hold	3	–	–	﹤0.01%	612
2023 Q4	$1.01K	Buy	+3	New	+$1.05K	﹤0.01%	603

Other funds holding POOL

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

BlackRock New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return