JFS Wealth Advisors’s Pool Corp POOL Stock Holding History

JFS Wealth Advisors’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	$860	Hold	4	–	–	﹤0.01%	1846
2026 Q1	$810	Sell	4 -6	-60%	-$1.41K	﹤0.01%	1703
2025 Q4	$2.29K	Sell	10 -1	-9%	-$260	﹤0.01%	1505
2025 Q3	$3.41K	Hold	11	–	–	﹤0.01%	1269
2025 Q2	$3.21K	Sell	11 -171	-94%	-$51.7K	﹤0.01%	1250
2025 Q1	$58K	Buy	182 +2	+1%	+$678	﹤0.01%	447
2024 Q4	$61.2K	Buy	180 +1	+0.6%	+$364	﹤0.01%	425
2024 Q3	$67.5K	Buy	179 +4	+2%	+$1.38K	﹤0.01%	420
2024 Q2	$53.6K	Buy	175 +1	+0.6%	+$362	﹤0.01%	404
2024 Q1	$70.2K	Hold	174	–	–	0.01%	379
2023 Q4	$69.2K	Hold	174	–	–	0.01%	361
2023 Q3	$62K	Sell	174 -1	-0.6%	-$364	0.01%	346
2023 Q2	$65.4K	Sell	175 -2	-1%	-$684	0.01%	336
2023 Q1	$60.6K	Buy	177 +5	+3%	+$1.77K	0.01%	346
2022 Q4	$51.9K	Sell	172 -2	-1%	-$633	0.01%	359
2022 Q3	$55K	Buy	174 +6	+4%	+$2.14K	0.01%	364
2022 Q2	$59K	Buy	168 +6	+4%	+$2.38K	0.01%	366
2022 Q1	$69K	Buy	162 +2	+1%	+$934	0.01%	358
2021 Q4	$91K	Buy	+160	New	+$83.9K	0.01%	322

Other funds holding POOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JFS Wealth Advisors's POOL Position: Q2 2026 in Review

JFS Wealth Advisors held its Pool Corp (POOL) position steady in Q2 2026 at 4 shares worth $860. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

JFS Wealth Advisors first reported a position in POOL in Q4 2021 and has held it in 19 quarters since. The position peaked at $91K in Q4 2021. 609 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

JFS Wealth Advisors held 4 shares of Pool Corp worth $860 as of Q2 2026.
JFS Wealth Advisors left its Pool Corp share count unchanged in Q2 2026.
Pool Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1846 holding.
JFS Wealth Advisors first reported a position in Pool Corp in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Pool Corp position peaked at $91K in Q4 2021.
609 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.