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Principal Securities’s Pool Corp POOL Stock Holding History

Principal Securities’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
Q1 		– Sell
-898
Closed -$205K – 1465
2025
Q4 		$205K Sell
898
-310
-26% -$80.6K ﹤0.01% 1314
2025
Q3 		$375K Buy
1,208
+7
+0.6% +$2.19K 0.01% 1022
2025
Q2 		$350K Buy
1,201
+182
+18% +$55K 0.01% 1006
2025
Q1 		$347K Hold
1,019
– – 0.01% 914
2024
Q4 		$347K Sell
1,019
-3
-0.3% -$1.09K 0.01% 909
2024
Q3 		$385K Buy
1,022
+199
+24% +$68.8K 0.01% 850
2024
Q2 		$253K Buy
823
+43
+6% +$15.6K 0.01% 955
2024
Q1 		$315K Buy
780
+328
+73% +$128K 0.01% 844
2023
Q4 		$180K Buy
+452
New +$158K 0.01% 969

Other funds holding POOL

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return