First National Advisers’s Pool Corp POOL Stock Holding History

First National Advisers’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	–	Sell	-5,606	Closed	-$1.13M	–	262
2026 Q1	$1.13M	Sell	5,606 -585	-9%	-$138K	0.17%	114
2025 Q4	$1.42M	Sell	6,191 -959	-13%	-$249K	0.19%	112
2025 Q3	$2.22M	Buy	7,150 +78	+1%	+$24.4K	0.3%	99
2025 Q2	$2.06M	Sell	7,072 -17	-0.2%	-$5.14K	0.3%	105
2025 Q1	$2.26M	Sell	7,089 -28	-0.4%	-$9.5K	0.36%	90
2024 Q4	$2.43M	Buy	7,117 +96	+1%	+$35K	0.39%	80
2024 Q3	$2.65M	Buy	7,021 +293	+4%	+$101K	0.42%	77
2024 Q2	$2.07M	Buy	6,728 +1,636	+32%	+$592K	0.38%	84
2024 Q1	$1.97M	Buy	5,092 +136	+3%	+$53.2K	0.44%	73
2023 Q4	$1.98M	Buy	4,956 +1,549	+45%	+$543K	0.57%	63
2023 Q3	$1.21M	Buy	3,407 +1,519	+80%	+$553K	0.54%	64
2023 Q2	$707K	Buy	1,888 +511	+37%	+$175K	0.65%	58
2023 Q1	$472K	Buy	1,377 +4	+0.3%	+$1.42K	0.54%	71
2022 Q4	$415K	Buy	1,373 +148	+12%	+$46.9K	0.53%	71
2022 Q3	$390K	Buy	1,225 +352	+40%	+$126K	0.58%	66
2022 Q2	$307K	Buy	+873	New	+$346K	0.64%	68

Other funds holding POOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First National Advisers's POOL Position: Q2 2026 in Review

First National Advisers sold out of Pool Corp (POOL) in Q2 2026, closing a stake of 5,606 shares — an estimated $1.13M sold.

First National Advisers first reported a position in POOL in Q2 2022 and held it in 16 quarters. The position peaked at $2.65M in Q3 2024. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

First National Advisers reported no remaining Pool Corp position as of Q2 2026 after selling out during the quarter.
First National Advisers sold 5,606 Pool Corp shares in Q2 2026, an estimated $1.13M.
First National Advisers first reported a position in Pool Corp in Q2 2022 and held it in 16 quarters.
First National Advisers's Pool Corp position peaked at $2.65M in Q3 2024.
615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.