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Putney Financial Group’s Pool Corp POOL Stock Holding History

Putney 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
2025
Q3 		– Sell
-181
Closed -$52.8K – 225
2025
Q2 		$52.8K Sell
181
-60
-25% -$18.1K 0.05% 128
2025
Q1 		$76.7K Sell
241
-3
-1% -$1.02K 0.08% 101
2024
Q4 		$83.2K Buy
+244
New +$88.9K 0.07% 111

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Putney Financial Group's POOL Position: Q3 2025 in Review

Putney Financial Group sold out of Pool Corp (POOL) in Q3 2025, closing a stake of 181 shares — an estimated $52.8K sold.

Putney Financial Group first reported a position in POOL in Q4 2024 and held it in 3 quarters. The position peaked at $83.2K in Q4 2024. 708 funds tracked by Wall St. Rank hold POOL as of Q3 2025.

  • Putney Financial Group reported no remaining Pool Corp position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 181 Pool Corp shares in Q3 2025, an estimated $52.8K.
  • Putney Financial Group first reported a position in Pool Corp in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Pool Corp position peaked at $83.2K in Q4 2024.
  • 708 funds tracked by Wall St. Rank held Pool Corp as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.