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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
Q2 		$225K Buy
+1,049
New +$209K 0.02% 352

Other funds holding POOL

CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MBL Wealth's POOL Position: Q2 2026 in Review

MBL Wealth opened a new position in Pool Corp (POOL) in Q2 2026: 1,049 shares worth $225K. The stake represents 0.02% of the portfolio and ranks #352 among its holdings.

140 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • MBL Wealth held 1,049 shares of Pool Corp worth $225K as of Q2 2026.
  • Pool Corp was a new MBL Wealth position in Q2 2026.
  • Pool Corp made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #352 holding.
  • 140 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.