Impact Capital Partners’s Pool Corp POOL Stock Holding History

Impact Capital Partners’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	$584K	Sell	2,717 -1,134	-29%	-$226K	0.16%	124
2026 Q1	$779K	Buy	3,851 +2,375	+161%	+$560K	0.24%	87
2025 Q4	$338K	Sell	1,476 -550	-27%	-$143K	0.1%	197
2025 Q3	$628K	Sell	2,026 -91	-4%	-$28.5K	0.19%	113
2025 Q2	$617K	Buy	2,117 +18	+0.9%	+$5.44K	0.2%	116
2025 Q1	$668K	Buy	2,099 +155	+8%	+$52.6K	0.24%	106
2024 Q4	$663K	Buy	+1,944	New	+$708K	0.24%	107

Other funds holding POOL

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Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return