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 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	0.09%	211
2024 Q3	–	Sell	-243	Closed	-$75K	–	828
2024 Q2	$75K	Buy	+243	New	+$88K	0.03%	252
2023 Q3	–	Sell	-50	Closed	-$19K	–	952
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	–	299
2016 Q1	$337K	Buy	+3,841	New	+$309K	0.24%	87
2013 Q4	–	Sell	-100	Closed	-$6K	–	584
2013 Q3	$6K	Buy	+100	New	+$5.41K	﹤0.01%	288

Other funds holding POOL

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return