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Summit Securities Group’s Pool Corp POOL Stock Holding History

Summit Securities Group’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
-5
Closed -$1.01K – 1330
2026
Q1 		$1.01K Sell
5
-43
-90% -$10.1K ﹤0.01% 991
2025
Q4 		$11K Sell
48
-8
-14% -$2.08K ﹤0.01% 890
2025
Q3 		$17.4K Sell
56
-823
-94% -$258K ﹤0.01% 798
2025
Q2 		$256K Buy
+879
New +$266K 0.05% 211
2024
Q3 		– Sell
-243
Closed -$75K – 801
2024
Q2 		$75K Buy
+243
New +$88K 0.01% 252
2023
Q3 		– Sell
-50
Closed -$19K – 930
2023
Q2 		$19K Sell
50
-26
-34% -$8.89K ﹤0.01% 650
2023
Q1 		$26K Buy
76
+37
+95% +$13.1K ﹤0.01% 576
2022
Q4 		$12K Sell
39
-6
-13% -$1.9K ﹤0.01% 1010
2022
Q3 		$14K Sell
45
-40
-47% -$14.3K ﹤0.01% 767
2022
Q2 		$30K Sell
85
-32
-27% -$12.7K ﹤0.01% 676
2022
Q1 		$49K Buy
+117
New +$54.6K 0.01% 611
2016
Q2 		– Sell
-3,841
Closed -$337K – 285
2016
Q1 		$337K Buy
+3,841
New +$309K 0.24% 87
2013
Q4 		– Sell
-100
Closed -$6K – 578
2013
Q3 		$6K Buy
+100
New +$5.41K ﹤0.01% 288

Other funds holding POOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Summit Securities Group's POOL Position: Q2 2026 in Review

Summit Securities Group sold out of Pool Corp (POOL) in Q2 2026, closing a stake of 5 shares — an estimated $1.01K sold.

Summit Securities Group first reported a position in POOL in Q3 2013 and held it in 13 quarters. The position peaked at $337K in Q1 2016. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • Summit Securities Group reported no remaining Pool Corp position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 5 Pool Corp shares in Q2 2026, an estimated $1.01K.
  • Summit Securities Group first reported a position in Pool Corp in Q3 2013 and held it in 13 quarters.
  • Summit Securities Group's Pool Corp position peaked at $337K in Q1 2016.
  • 615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.