Sendero Wealth Management
POOL icon

Sendero Wealth Management’s Pool Corp POOL Stock Holding History

Sendero Wealth 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
Q3 		$240K Sell
1,483
-108
-7% -$20.4K 0.02% 196
2026
Q2 		$342K Buy
1,591
+555
+54% +$111K 0.03% 178
2026
Q1 		$210K Buy
+1,036
New +$244K 0.02% 200

Other funds holding POOL

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Formuepleje A/S
Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Eldred Rock Partners
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $196M AUM 16.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sendero Wealth Management's POOL Position: Q3 2026 in Review

Sendero Wealth Management reduced its Pool Corp (POOL) stake by 6.8% in Q3 2026, selling an estimated $20.4K and leaving 1,483 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #196.

Sendero Wealth Management first reported a position in POOL in Q1 2026 and has held it in 3 quarters since. The position peaked at $342K in Q2 2026. 151 funds tracked by Wall St. Rank hold POOL as of Q3 2026.

  • Sendero Wealth Management held 1,483 shares of Pool Corp worth $240K as of Q3 2026.
  • Sendero Wealth Management sold 108 Pool Corp shares in Q3 2026, an estimated $20.4K.
  • Pool Corp made up 0.02% of Sendero Wealth Management's portfolio in Q3 2026, its #196 holding.
  • Sendero Wealth Management first reported a position in Pool Corp in Q1 2026 and has held it in 3 quarters since.
  • Sendero Wealth Management's Pool Corp position peaked at $342K in Q2 2026.
  • 151 funds tracked by Wall St. Rank held Pool Corp as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.