IFG Advisory’s Pool Corp POOL Stock Holding History

IFG Advisory’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	$38.4K	Sell	237 -415	-64%	-$78.5K	﹤0.01%	1405
2026 Q2	$140K	Buy	+652	New	+$130K	﹤0.01%	973
2025 Q4	–	Sell	-738	Closed	-$229K	–	791
2025 Q3	$229K	Sell	738 -334	-31%	-$105K	0.01%	715
2025 Q2	$312K	Buy	1,072 +102	+11%	+$30.8K	0.02%	598
2025 Q1	$309K	Buy	970 +22	+2%	+$7.46K	0.02%	555
2024 Q4	$323K	Buy	+948	New	+$345K	0.02%	526
2024 Q3	–	Sell	-729	Closed	-$224K	–	553
2024 Q2	$224K	Buy	+729	New	+$264K	0.01%	566
2024 Q1	–	Sell	-696	Closed	-$278K	–	517
2023 Q4	$278K	Buy	696 +53	+8%	+$18.6K	0.02%	485
2023 Q3	$229K	Buy	+643	New	+$234K	0.02%	491

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

IFG Advisory's POOL Position: Q3 2026 in Review

IFG Advisory reduced its Pool Corp (POOL) stake by 64% in Q3 2026, selling an estimated $78.5K and leaving 237 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

IFG Advisory first reported a position in POOL in Q3 2023 and has held it in 9 quarters since. The position peaked at $323K in Q4 2024. 275 funds tracked by Wall St. Rank hold POOL as of Q3 2026.

IFG Advisory held 237 shares of Pool Corp worth $38.4K as of Q3 2026.
IFG Advisory sold 415 Pool Corp shares in Q3 2026, an estimated $78.5K.
Pool Corp made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1405 holding.
IFG Advisory first reported a position in Pool Corp in Q3 2023 and has held it in 9 quarters since.
IFG Advisory's Pool Corp position peaked at $323K in Q4 2024.
275 funds tracked by Wall St. Rank held Pool Corp as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.