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Global Financial Private Client’s Pool Corp POOL Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-7
Closed -$2.23K – 1237
2025
Q1 		$2.23K Sell
7
-30
-81% -$10.2K ﹤0.01% 840
2024
Q4 		$12.6K Buy
37
+2
+6% +$729 ﹤0.01% 506
2024
Q3 		$13.2K Buy
+35
New +$12.1K 0.01% 496
2020
Q2 		– Sell
-10
Closed -$1.95K – 537
2020
Q1 		$1.95K Hold
10
– – ﹤0.01% 450
2019
Q4 		$2.12K Buy
+10
New +$2.06K ﹤0.01% 472

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Global Financial Private Client's POOL Position: Q2 2025 in Review

Global Financial Private Client sold out of Pool Corp (POOL) in Q2 2025, closing a stake of 7 shares — an estimated $2.23K sold.

Global Financial Private Client first reported a position in POOL in Q4 2019 and held it in 5 quarters. The position peaked at $13.2K in Q3 2024. 719 funds tracked by Wall St. Rank hold POOL as of Q2 2025.

  • Global Financial Private Client reported no remaining Pool Corp position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 7 Pool Corp shares in Q2 2025, an estimated $2.23K.
  • Global Financial Private Client first reported a position in Pool Corp in Q4 2019 and held it in 5 quarters.
  • Global Financial Private Client's Pool Corp position peaked at $13.2K in Q3 2024.
  • 719 funds tracked by Wall St. Rank held Pool Corp as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.