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Newbridge Financial Services Group’s Pool Corp POOL Stock Holding History

Newbridge Financial Services 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 		– Sell
-4
Closed -$831 – 1271
2026
Q1 		$831 Hold
4
– – ﹤0.01% 1090
2025
Q4 		$934 Hold
4
– – ﹤0.01% 1082
2025
Q3 		$1.26K Hold
4
– – ﹤0.01% 1168
2025
Q2 		$1.18K Hold
4
– – ﹤0.01% 1181
2025
Q1 		$1.28K Hold
4
– – ﹤0.01% 930
2024
Q4 		$1.37K Buy
+4
New +$1.46K ﹤0.01% 1001
2021
Q3 		– Sell
-1
Closed – – 1571
2021
Q2 		$0 Hold
1
– – ﹤0.01% 1497
2021
Q1 		$1K Buy
+1
New +$348 ﹤0.01% 1309

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Kayne Anderson Rudnick Investment Management
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Newbridge Financial Services Group's POOL Position: Q2 2026 in Review

Newbridge Financial Services Group sold out of Pool Corp (POOL) in Q2 2026, closing a stake of 4 shares — an estimated $831 sold.

Newbridge Financial Services Group first reported a position in POOL in Q1 2021 and held it in 8 quarters. The position peaked at $1.37K in Q4 2024. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Newbridge Financial Services Group reported no remaining Pool Corp position as of Q2 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 4 Pool Corp shares in Q2 2026, an estimated $831.
  • Newbridge Financial Services Group first reported a position in Pool Corp in Q1 2021 and held it in 8 quarters.
  • Newbridge Financial Services Group's Pool Corp position peaked at $1.37K in Q4 2024.
  • 615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.