Sowell Financial Services’s Pool Corp POOL Stock Holding History

Sowell Financial Services’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	–	Sell	-1,212	Closed	-$260K	–	1273
2026 Q2	$260K	Buy	+1,212	New	+$242K	0.01%	934
2021 Q2	–	Sell	-240	Closed	-$104K	–	2130
2021 Q1	$104K	Sell	240 -33	-12%	-$11.5K	﹤0.01%	1350
2020 Q4	$102K	Sell	273 -155	-36%	-$54.1K	﹤0.01%	1146
2020 Q3	$143K	Sell	428 -96	-18%	-$29.7K	0.01%	849
2020 Q2	$142K	Buy	524 +351	+203%	+$81.3K	0.01%	853
2020 Q1	$34K	Sell	173 -122	-41%	-$26K	﹤0.01%	1185
2019 Q4	$63K	Buy	295 +288	+4,114%	+$59.5K	﹤0.01%	1072
2019 Q3	$1K	Buy	+7	New	+$1.35K	﹤0.01%	2290

Other funds holding POOL

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Robinson Value Management San Antonio, Texas $183M AUM 16.72% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Sowell Financial Services's POOL Position: Q3 2026 in Review

Sowell Financial Services sold out of Pool Corp (POOL) in Q3 2026, closing a stake of 1,212 shares — an estimated $260K sold.

Sowell Financial Services first reported a position in POOL in Q3 2019 and held it in 8 quarters. The position peaked at $260K in Q2 2026. 76 funds tracked by Wall St. Rank hold POOL as of Q3 2026.

Sowell Financial Services reported no remaining Pool Corp position as of Q3 2026 after selling out during the quarter.
Sowell Financial Services sold 1,212 Pool Corp shares in Q3 2026, an estimated $260K.
Sowell Financial Services first reported a position in Pool Corp in Q3 2019 and held it in 8 quarters.
Sowell Financial Services's Pool Corp position peaked at $260K in Q2 2026.
76 funds tracked by Wall St. Rank held Pool Corp as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.