BPI
POOL icon

BFC Planning, Inc.’s Pool Corp POOL Stock Holding History

BFC Planning, Inc.’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 		$3.22K Buy
15
+2
+15% +$399 ﹤0.01% 2845
2026
Q1 		$2.63K Buy
13
+6
+86% +$1.41K ﹤0.01% 2528
2025
Q4 		$1.6K Sell
7
-3
-30% -$780 ﹤0.01% 2688
2025
Q3 		$3.1K Sell
10
-3
-23% -$940 ﹤0.01% 2344
2025
Q2 		$3.79K Hold
13
– – ﹤0.01% 2148
2025
Q1 		$4.14K Buy
13
+5
+63% +$1.7K ﹤0.01% 2083
2024
Q4 		$2.73K Buy
+8
New +$2.92K ﹤0.01% 2200

Other funds holding POOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BFC Planning, Inc.'s POOL Position: Q2 2026 in Review

BFC Planning, Inc. increased its Pool Corp (POOL) stake by 15% in Q2 2026, buying an estimated $399 and bringing the position to 15 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2845.

BFC Planning, Inc. first reported a position in POOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.14K in Q1 2025. 622 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • BFC Planning, Inc. held 15 shares of Pool Corp worth $3.22K as of Q2 2026.
  • BFC Planning, Inc. bought 2 Pool Corp shares in Q2 2026, an estimated $399.
  • Pool Corp made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2845 holding.
  • BFC Planning, Inc. first reported a position in Pool Corp in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Pool Corp position peaked at $4.14K in Q1 2025.
  • 622 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.