Merit Financial Group’s Pool Corp POOL Stock Holding History

Merit 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
2026 Q3	$348K	Sell	2,147 -2,326	-52%	-$440K	﹤0.01%	1807
2026 Q2	$961K	Buy	4,473 +2,958	+195%	+$590K	0.01%	1096
2026 Q1	$306K	Sell	1,515 -3,632	-71%	-$856K	﹤0.01%	1640
2025 Q4	$1.18M	Sell	5,147 -78	-1%	-$20.3K	0.01%	869
2025 Q3	$1.62M	Sell	5,225 -25	-0.5%	-$7.84K	0.01%	651
2025 Q2	$1.53M	Buy	5,250 +695	+15%	+$210K	0.02%	616
2025 Q1	$1.45M	Buy	4,555 +976	+27%	+$331K	0.02%	521
2024 Q4	$1.22M	Buy	3,579 +661	+23%	+$241K	0.02%	461
2024 Q3	$1.1M	Buy	+2,918	New	+$1.01M	0.02%	401

Other funds holding POOL

Bank of New York Mellon New York $608B AUM 32.77% 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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Merit Financial Group's POOL Position: Q3 2026 in Review

Merit Financial Group reduced its Pool Corp (POOL) stake by 52% in Q3 2026, selling an estimated $440K and leaving 2,147 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Merit Financial Group first reported a position in POOL in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.62M in Q3 2025. 306 funds tracked by Wall St. Rank hold POOL as of Q3 2026.

Merit Financial Group held 2,147 shares of Pool Corp worth $348K as of Q3 2026.
Merit Financial Group sold 2,326 Pool Corp shares in Q3 2026, an estimated $440K.
Pool Corp made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1807 holding.
Merit Financial Group first reported a position in Pool Corp in Q3 2024 and has held it in 9 quarters since.
Merit Financial Group's Pool Corp position peaked at $1.62M in Q3 2025.
306 funds tracked by Wall St. Rank held Pool Corp as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.