Prospera Financial Services’s Pool Corp POOL Stock Holding History

Prospera Financial Services’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	$249K	Sell	1,159 -262	-18%	-$52.3K	﹤0.01%	1314
2026 Q1	$288K	Buy	+1,421	New	+$335K	﹤0.01%	1223
2024 Q2	–	Sell	-537	Closed	-$217K	–	1175
2024 Q1	$217K	Buy	+537	New	+$210K	0.01%	1016
2023 Q4	–	Sell	-589	Closed	-$212K	–	1099
2023 Q3	$212K	Sell	589 -150	-20%	-$54.6K	0.01%	932
2023 Q2	$279K	Sell	739 -17	-2%	-$5.81K	0.01%	832
2023 Q1	$260K	Buy	756 +15	+2%	+$5.32K	0.01%	824
2022 Q4	$224K	Buy	741 +19	+3%	+$6.02K	0.01%	806
2022 Q3	$231K	Buy	722 +182	+34%	+$64.9K	0.01%	735
2022 Q2	$190K	Sell	540 -249	-32%	-$98.7K	0.01%	753
2022 Q1	$334K	Buy	789 +396	+101%	+$185K	0.01%	715
2021 Q4	$222K	Buy	+393	New	+$206K	0.01%	803
2021 Q1	–	Sell	-670	Closed	-$250K	–	773
2020 Q4	$250K	Buy	670 +410	+158%	+$143K	0.02%	588
2020 Q3	$87K	Buy	+260	New	+$80.4K	0.03%	447

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

Prospera Financial Services's POOL Position: Q2 2026 in Review

Prospera Financial Services reduced its Pool Corp (POOL) stake by 18% in Q2 2026, selling an estimated $52.3K and leaving 1,159 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Prospera Financial Services first reported a position in POOL in Q3 2020 and has held it in 13 quarters since. The position peaked at $334K in Q1 2022. 610 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

Prospera Financial Services held 1,159 shares of Pool Corp worth $249K as of Q2 2026.
Prospera Financial Services sold 262 Pool Corp shares in Q2 2026, an estimated $52.3K.
Pool Corp made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1314 holding.
Prospera Financial Services first reported a position in Pool Corp in Q3 2020 and has held it in 13 quarters since.
Prospera Financial Services's Pool Corp position peaked at $334K in Q1 2022.
610 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.