Resona Asset Management’s Pool Corp POOL Stock Holding History

Resona Asset Management’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	$77.4K	Hold	386	–	–	﹤0.01%	774
2025 Q4	$88.5K	Sell	386 -11,960	-97%	-$3.11M	﹤0.01%	785
2025 Q3	$3.83M	Sell	12,346 -1,042	-8%	-$327K	0.02%	538
2025 Q2	$3.91M	Buy	13,388 +677	+5%	+$205K	0.02%	537
2025 Q1	$4.04M	Buy	12,711 +879	+7%	+$298K	0.02%	502
2024 Q4	$4.04M	Sell	11,832 -209	-2%	-$76.2K	0.02%	505
2024 Q3	$4.53M	Sell	12,041 -488	-4%	-$169K	0.03%	500
2024 Q2	$3.85M	Sell	12,529 -841	-6%	-$305K	0.02%	507
2024 Q1	$5.39M	Buy	+13,370	New	+$5.23M	0.03%	461

Other funds holding POOL

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return