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 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%	-$7.83K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Merit Financial Group's POOL Position: Q2 2026 in Review

Merit Financial Group increased its Pool Corp (POOL) stake by 195% in Q2 2026, buying an estimated $590K and bringing the position to 4,473 shares worth $961K. The position accounts for 0.01% of the portfolio, ranked #1096.

Merit Financial Group first reported a position in POOL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.62M in Q3 2025. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

Merit Financial Group held 4,473 shares of Pool Corp worth $961K as of Q2 2026.
Merit Financial Group bought 2,958 Pool Corp shares in Q2 2026, an estimated $590K.
Pool Corp made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1096 holding.
Merit Financial Group first reported a position in Pool Corp in Q3 2024 and has held it in 8 quarters since.
Merit Financial Group's Pool Corp position peaked at $1.62M in Q3 2025.
615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.