Sage Mountain Advisors
POOL icon

Sage Mountain Advisors’s Pool Corp POOL Stock Holding History

Sage Mountain Advisors’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
Q3 		$202K Hold
1,250
– – 0.01% 206
2026
Q2 		$269K Buy
+1,250
New +$249K 0.02% 193
2025
Q4 		– Sell
-1,255
Closed -$389K – 593
2025
Q3 		$389K Buy
1,255
+115
+10% +$36K 0.02% 324
2025
Q2 		$332K Buy
+1,140
New +$345K 0.02% 307
2022
Q2 		– Sell
-1,018
Closed -$430K – 636
2022
Q1 		$430K Buy
+1,018
New +$475K 0.07% 291

Other funds holding POOL

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sage Mountain Advisors's POOL Position: Q3 2026 in Review

Sage Mountain Advisors held its Pool Corp (POOL) position steady in Q3 2026 at 1,250 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #206.

Sage Mountain Advisors first reported a position in POOL in Q1 2022 and has held it in 5 quarters since. The position peaked at $430K in Q1 2022. 306 funds tracked by Wall St. Rank hold POOL as of Q3 2026.

  • Sage Mountain Advisors held 1,250 shares of Pool Corp worth $202K as of Q3 2026.
  • Sage Mountain Advisors left its Pool Corp share count unchanged in Q3 2026.
  • Pool Corp made up 0.01% of Sage Mountain Advisors's portfolio in Q3 2026, its #206 holding.
  • Sage Mountain Advisors first reported a position in Pool Corp in Q1 2022 and has held it in 5 quarters since.
  • Sage Mountain Advisors's Pool Corp position peaked at $430K in Q1 2022.
  • 306 funds tracked by Wall St. Rank held Pool Corp as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.