Empirical Finance’s Pool Corp POOL Stock Holding History

Empirical Finance’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	$230K	Sell	1,138 -5	-0.4%	-$1.18K	0.01%	470
2025 Q4	$261K	Sell	1,143 -49	-4%	-$12.7K	0.01%	464
2025 Q3	$370K	Buy	1,192 +12	+1%	+$3.76K	0.02%	461
2025 Q2	$344K	Buy	1,180 +11	+0.9%	+$3.33K	0.02%	463
2025 Q1	$372K	Buy	1,169 +67	+6%	+$22.7K	0.02%	449
2024 Q4	$376K	Sell	1,102 -1	-0.1%	-$364	0.02%	440
2024 Q3	$416K	Buy	1,103 +39	+4%	+$13.5K	0.02%	440
2024 Q2	$327K	Sell	1,064 -93	-8%	-$33.7K	0.02%	462
2024 Q1	$467K	Buy	1,157 +48	+4%	+$18.8K	0.03%	433
2023 Q4	$442K	Buy	1,109 +1	+0.1%	+$351	0.03%	432
2023 Q3	$395K	Buy	1,108 +142	+15%	+$51.7K	0.03%	434
2023 Q2	$362K	Buy	966 +139	+17%	+$47.5K	0.03%	438
2023 Q1	$283K	Buy	827 +62	+8%	+$22K	0.03%	458
2022 Q4	$231K	Buy	765 +67	+10%	+$21.2K	0.02%	471
2022 Q3	$222K	Buy	+698	New	+$249K	0.03%	464
2022 Q2	–	Sell	-493	Closed	-$208K	–	493
2022 Q1	$208K	Buy	493 +82	+20%	+$38.3K	0.02%	473
2021 Q4	$233K	Buy	+411	New	+$215K	0.03%	440

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