Riverview Trust Company’s Pool Corp POOL Stock Holding History

Riverview Trust Company’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 Q2	–	Sell	-38	Closed	-$12.1K	–	496
2025 Q1	$12.1K	Hold	38	–	–	0.01%	563
2024 Q4	$13K	Hold	38	–	–	0.01%	572
2024 Q3	$14.3K	Hold	38	–	–	0.01%	580
2024 Q2	$11.7K	Sell	38 -386	-91%	-$140K	0.01%	601
2024 Q1	$171K	Buy	+424	New	+$166K	0.13%	116
2023 Q4	–	Sell	-424	Closed	-$151K	–	495
2023 Q3	$151K	Hold	424	–	–	0.13%	111
2023 Q2	$159K	Hold	424	–	–	0.14%	100
2023 Q1	$145K	Hold	424	–	–	0.13%	103
2022 Q4	$128K	Buy	424 +38	+10%	+$12K	0.12%	122
2022 Q3	$123K	Sell	386 -34	-8%	-$12.1K	0.12%	120
2022 Q2	$148K	Sell	420 -13	-3%	-$5.16K	0.13%	118
2022 Q1	$183K	Buy	433 +47	+12%	+$21.9K	0.14%	105
2021 Q4	$218K	Hold	386	–	–	0.13%	81
2021 Q3	$168K	Hold	386	–	–	0.18%	91
2021 Q2	$177K	Hold	386	–	–	0.19%	85
2021 Q1	$133K	Hold	386	–	–	0.15%	99
2020 Q4	$144K	Hold	386	–	–	0.16%	93
2020 Q3	$129K	Hold	386	–	–	0.15%	95
2020 Q2	$105K	Hold	386	–	–	0.1%	114
2020 Q1	$76K	Hold	386	–	–	0.07%	130
2019 Q4	$82K	Hold	386	–	–	0.06%	146
2019 Q3	$78K	Hold	386	–	–	0.05%	144
2019 Q2	$74K	Hold	386	–	–	0.05%	140
2019 Q1	$64K	Hold	386	–	–	0.05%	142
2018 Q4	$57K	Buy	+386	New	+$57.8K	0.04%	146

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Riverview Trust Company's POOL Position: Q2 2025 in Review

Riverview Trust Company sold out of Pool Corp (POOL) in Q2 2025, closing a stake of 38 shares — an estimated $12.1K sold.

Riverview Trust Company first reported a position in POOL in Q4 2018 and held it in 25 quarters. The position peaked at $218K in Q4 2021. 721 funds tracked by Wall St. Rank hold POOL as of Q2 2025.

Riverview Trust Company reported no remaining Pool Corp position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 38 Pool Corp shares in Q2 2025, an estimated $12.1K.
Riverview Trust Company first reported a position in Pool Corp in Q4 2018 and held it in 25 quarters.
Riverview Trust Company's Pool Corp position peaked at $218K in Q4 2021.
721 funds tracked by Wall St. Rank held Pool Corp as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.