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Independent Financial Group’s Pool Corp POOL Stock Holding History

Independent Financial Group’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
2024
Q2 		– Sell
-551
Closed -$222K – 1137
2024
Q1 		$222K Sell
551
-125
-18% -$48.9K 0.01% 921
2023
Q4 		$270K Sell
676
-159
-19% -$55.7K 0.01% 765
2023
Q3 		$297K Buy
+835
New +$304K 0.02% 665

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independent Financial Group's POOL Position: Q2 2024 in Review

Independent Financial Group sold out of Pool Corp (POOL) in Q2 2024, closing a stake of 551 shares — an estimated $222K sold.

Independent Financial Group first reported a position in POOL in Q3 2023 and held it in 3 quarters. The position peaked at $297K in Q3 2023. 743 funds tracked by Wall St. Rank hold POOL as of Q2 2024.

  • Independent Financial Group reported no remaining Pool Corp position as of Q2 2024 after selling out during the quarter.
  • Independent Financial Group sold 551 Pool Corp shares in Q2 2024, an estimated $222K.
  • Independent Financial Group first reported a position in Pool Corp in Q3 2023 and held it in 3 quarters.
  • Independent Financial Group's Pool Corp position peaked at $297K in Q3 2023.
  • 743 funds tracked by Wall St. Rank held Pool Corp as of Q2 2024.

Based on Independent Financial Group's 13F filing for Q2 2024, filed 12 Jun 2026.