MFG
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Menard Financial Group’s Pool Corp POOL Stock Holding History

Menard 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
2025
Q1 		– Sell
-257
Closed -$87.6K – 254
2024
Q4 		$87.6K Buy
+257
New +$93.7K 0.05% 158
2022
Q2 		– Sell
-601
Closed -$254K – 114
2022
Q1 		$254K Buy
601
+17
+3% +$7.94K 0.25% 110
2021
Q4 		$331K Sell
584
-122
-17% -$64K 0.27% 102
2021
Q3 		$307K Buy
706
+14
+2% +$6.64K 0.27% 111
2021
Q2 		$317K Buy
+692
New +$291K 0.3% 101

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 $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Menard Financial Group's POOL Position: Q1 2025 in Review

Menard Financial Group sold out of Pool Corp (POOL) in Q1 2025, closing a stake of 257 shares — an estimated $87.6K sold.

Menard Financial Group first reported a position in POOL in Q2 2021 and held it in 5 quarters. The position peaked at $331K in Q4 2021. 737 funds tracked by Wall St. Rank hold POOL as of Q1 2025.

  • Menard Financial Group reported no remaining Pool Corp position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 257 Pool Corp shares in Q1 2025, an estimated $87.6K.
  • Menard Financial Group first reported a position in Pool Corp in Q2 2021 and held it in 5 quarters.
  • Menard Financial Group's Pool Corp position peaked at $331K in Q4 2021.
  • 737 funds tracked by Wall St. Rank held Pool Corp as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.