Security National Bank’s Pool Corp POOL Stock Holding History

Security National Bank’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	–	Sell	-25	Closed	-$5.06K	–	430
2026 Q1	$5.06K	Hold	25	–	–	﹤0.01%	343
2025 Q4	$5.72K	Hold	25	–	–	﹤0.01%	326
2025 Q3	$7.75K	Hold	25	–	–	﹤0.01%	323
2025 Q2	$7.29K	Hold	25	–	–	﹤0.01%	297
2025 Q1	$7.96K	Hold	25	–	–	﹤0.01%	295
2024 Q4	$8.52K	Hold	25	–	–	﹤0.01%	287
2024 Q3	$9.42K	Hold	25	–	–	﹤0.01%	256
2024 Q2	$7.68K	Buy	25 +5	+25%	+$1.81K	﹤0.01%	265
2024 Q1	$8.07K	Hold	20	–	–	﹤0.01%	252
2023 Q4	$7.97K	Buy	+20	New	+$7.01K	﹤0.01%	260

Other funds holding POOL

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return