STA
POOL icon

Summit Trail Advisors’s Pool Corp POOL Stock Holding History

Summit Trail Advisors’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 		$739K Buy
3,650
+2,010
+123% +$474K 0.01% 1038
2025
Q4 		$375K Sell
1,640
-160
-9% -$41.6K 0.01% 1161
2025
Q3 		$558K Buy
+1,800
New +$564K 0.01% 1046
2025
Q2 		– Sell
-678
Closed -$216K – 1137
2025
Q1 		$216K Sell
678
-12
-2% -$4.07K 0.01% 369
2024
Q4 		$235K Buy
690
+67
+11% +$24.4K 0.01% 331
2024
Q3 		$235K Sell
623
-55
-8% -$19K 0.01% 630
2024
Q2 		$208K Buy
678
+31
+5% +$11.2K 0.01% 584
2024
Q1 		$261K Buy
+647
New +$253K 0.01% 504
2018
Q4 		– Sell
-3,831
Closed -$639K – 200
2018
Q3 		$639K Buy
3,831
+430
+13% +$69.6K 0.14% 85
2018
Q2 		$515K Sell
3,401
-12,098
-78% -$1.78M 0.18% 69
2018
Q1 		$1.71M Sell
15,499
-625
-4% -$86K 0.29% 73
2017
Q4 		$2.17M Buy
+16,124
New +$1.96M 0.27% 68

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VCM
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VPM
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State Street
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Invesco
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Geode Capital Management
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