Mather Group’s Pool Corp POOL Stock Holding History

Mather 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
2026 Q3	$25.6K	Sell	158 -25	-14%	-$4.73K	﹤0.01%	1372
2026 Q2	$39.3K	Sell	183 -42	-19%	-$8.38K	﹤0.01%	1163
2026 Q1	$45.5K	Buy	+225	New	+$53K	﹤0.01%	1078
2025 Q4	–	Sell	-241	Closed	-$74.7K	–	1388
2025 Q3	$74.7K	Buy	+241	New	+$75.5K	﹤0.01%	822
2025 Q2	–	Sell	-324	Closed	-$103K	–	1430
2025 Q1	$103K	Sell	324 -111	-26%	-$37.7K	﹤0.01%	741
2024 Q4	$148K	Sell	435 -93	-18%	-$33.9K	﹤0.01%	655
2024 Q3	$199K	Sell	528 -65	-11%	-$22.5K	﹤0.01%	576
2024 Q2	$239K	Buy	593 +88	+17%	+$31.9K	﹤0.01%	578
2024 Q1	$201K	Hold	505	–	–	﹤0.01%	525
2023 Q4	$201K	Buy	+505	New	+$177K	﹤0.01%	543

Other funds holding POOL

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Robinson Value Management San Antonio, Texas $183M AUM 16.72% 1-Year Est. Return

Mather Group's POOL Position: Q3 2026 in Review

Mather Group reduced its Pool Corp (POOL) stake by 14% in Q3 2026, selling an estimated $4.73K and leaving 158 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Mather Group first reported a position in POOL in Q4 2023 and has held it in 10 quarters since. The position peaked at $239K in Q2 2024. 87 funds tracked by Wall St. Rank hold POOL as of Q3 2026.

Mather Group held 158 shares of Pool Corp worth $25.6K as of Q3 2026.
Mather Group sold 25 Pool Corp shares in Q3 2026, an estimated $4.73K.
Pool Corp made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1372 holding.
Mather Group first reported a position in Pool Corp in Q4 2023 and has held it in 10 quarters since.
Mather Group's Pool Corp position peaked at $239K in Q2 2024.
87 funds tracked by Wall St. Rank held Pool Corp as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.