ELCO Management’s Pool Corp POOL Stock Holding History

ELCO Management’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	-1,337	Closed	-$287K	–	185
2026 Q2	$287K	Sell	1,337 -228	-15%	-$45.5K	0.12%	130
2026 Q1	$317K	Sell	1,565 -1,201	-43%	-$283K	0.15%	118
2025 Q4	$633K	Buy	+2,766	New	+$719K	0.4%	59
2025 Q2	–	Sell	-647	Closed	-$206K	–	166
2025 Q1	$206K	Hold	647	–	–	0.11%	139
2024 Q4	$221K	Sell	647 -282	-30%	-$103K	0.12%	147
2024 Q3	$350K	Sell	929 -662	-42%	-$229K	0.19%	111
2024 Q2	$489K	Buy	1,591 +658	+71%	+$238K	0.28%	75
2024 Q1	$376K	Buy	933 +15	+2%	+$5.86K	0.23%	99
2023 Q4	$366K	Sell	918 -65	-7%	-$22.8K	0.24%	97
2023 Q3	$350K	Buy	983 +273	+38%	+$99.4K	0.25%	86
2023 Q2	$266K	Hold	710	–	–	0.19%	100
2023 Q1	$243K	Buy	+710	New	+$252K	0.18%	109
2022 Q4	–	Sell	-1,000	Closed	-$318K	–	148
2022 Q3	$318K	Buy	+1,000	New	+$357K	0.25%	87

Other funds holding POOL

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Eubel Brady & Suttman Asset Management Miamisburg, Ohio $862M AUM 8.44% 1-Year Est. Return

Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return

Waters Parkerson & Co New Orleans, Louisiana $2.08B AUM 19.51% 1-Year Est. Return

ELCO Management's POOL Position: Q3 2026 in Review

ELCO Management sold out of Pool Corp (POOL) in Q3 2026, closing a stake of 1,337 shares — an estimated $287K sold.

ELCO Management first reported a position in POOL in Q3 2022 and held it in 13 quarters. The position peaked at $633K in Q4 2025. 247 funds tracked by Wall St. Rank hold POOL as of Q3 2026.

ELCO Management reported no remaining Pool Corp position as of Q3 2026 after selling out during the quarter.
ELCO Management sold 1,337 Pool Corp shares in Q3 2026, an estimated $287K.
ELCO Management first reported a position in Pool Corp in Q3 2022 and held it in 13 quarters.
ELCO Management's Pool Corp position peaked at $633K in Q4 2025.
247 funds tracked by Wall St. Rank held Pool Corp as of Q3 2026.

Based on ELCO Management's 13F filing for Q3 2026, filed 14 Oct 2026.