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 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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sowell Financial Services's POOL Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Pool Corp (POOL) in Q2 2026: 1,212 shares worth $260K. The stake represents 0.01% of the portfolio and ranks #934 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in POOL as recently as Q1 2021.

Sowell Financial Services first reported a position in POOL in Q3 2019 and has held it in 8 quarters since. 613 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

Sowell Financial Services held 1,212 shares of Pool Corp worth $260K as of Q2 2026.
Pool Corp was a new Sowell Financial Services position in Q2 2026.
Pool Corp made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #934 holding.
Sowell Financial Services first reported a position in Pool Corp in Q3 2019 and has held it in 8 quarters since.
613 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.