Silver Oak Securities’s Pool Corp POOL Stock Holding History

Silver Oak Securities’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	–	Sell	-10,383	Closed	-$2.4M	–	839
2025 Q4	$2.4M	Buy	+10,383	New	+$2.7M	0.16%	133

Other funds holding POOL

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Silver Oak Securities's POOL Position: Q1 2026 in Review

Silver Oak Securities sold out of Pool Corp (POOL) in Q1 2026, closing a stake of 10,383 shares — an estimated $2.4M sold.

Silver Oak Securities first reported a position in POOL in Q4 2025 and held it in 1 quarter. The position peaked at $2.4M in Q4 2025. 602 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

Silver Oak Securities reported no remaining Pool Corp position as of Q1 2026 after selling out during the quarter.
Silver Oak Securities sold 10,383 Pool Corp shares in Q1 2026, an estimated $2.4M.
Silver Oak Securities first reported a position in Pool Corp in Q4 2025 and held it in 1 quarter.
Silver Oak Securities's Pool Corp position peaked at $2.4M in Q4 2025.
602 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.