MBL Wealth’s Pool Corp POOL Stock Holding History

MBL Wealth’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	–	Sell	-1,049	Closed	-$225K	–	614
2026 Q2	$225K	Buy	+1,049	New	+$209K	0.02%	352

Other funds holding POOL

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

MBL Wealth's POOL Position: Q3 2026 in Review

MBL Wealth sold out of Pool Corp (POOL) in Q3 2026, closing a stake of 1,049 shares — an estimated $225K sold.

MBL Wealth first reported a position in POOL in Q2 2026 and held it in 1 quarter. The position peaked at $225K in Q2 2026. 386 funds tracked by Wall St. Rank hold POOL as of Q3 2026.

MBL Wealth reported no remaining Pool Corp position as of Q3 2026 after selling out during the quarter.
MBL Wealth sold 1,049 Pool Corp shares in Q3 2026, an estimated $225K.
MBL Wealth first reported a position in Pool Corp in Q2 2026 and held it in 1 quarter.
MBL Wealth's Pool Corp position peaked at $225K in Q2 2026.
386 funds tracked by Wall St. Rank held Pool Corp as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.