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POOL icon

SVB Wealth’s Pool Corp POOL Stock Holding History

SVB Wealth’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 		$518K Sell
2,409
-252
-9% -$50.3K 0.03% 268
2026
Q1 		$538K Sell
2,661
-1,353
-34% -$319K 0.04% 264
2025
Q4 		$918K Sell
4,014
-1,550
-28% -$403K 0.05% 218
2025
Q3 		$1.73M Sell
5,564
-1,211
-18% -$380K 0.09% 166
2025
Q2 		$1.97M Sell
6,775
-5,516
-45% -$1.67M 0.11% 163
2025
Q1 		$3.91M Sell
12,291
-8,890
-42% -$3.02M 0.16% 76
2024
Q4 		$7.22M Buy
+21,181
New +$7.72M 0.13% 103
2024
Q3 		– Sell
-24,949
Closed -$7.67M – 447
2024
Q2 		$7.67M Sell
24,949
-1,150
-4% -$416K 0.19% 119
2024
Q1 		$10.5M Sell
26,099
-2,008
-7% -$785K 0.23% 106
2023
Q4 		$11.2M Sell
28,107
-10,037
-26% -$3.52M 0.27% 96
2023
Q3 		$13.6M Sell
38,144
-4,006
-10% -$1.46M 0.3% 83
2023
Q2 		$15.8M Sell
42,150
-9,054
-18% -$3.1M 0.29% 79
2023
Q1 		$17.5M Sell
51,204
-4,607
-8% -$1.63M 0.25% 87
2022
Q4 		$16.9M Sell
55,811
-199
-0.4% -$63K 0.23% 91
2022
Q3 		$17.8M Sell
56,010
-857
-2% -$306K 0.26% 77
2022
Q2 		$20M Buy
56,867
+365
+0.6% +$145K 0.31% 67
2022
Q1 		$23.9M Buy
56,502
+4,729
+9% +$2.21M 0.32% 59
2021
Q4 		$29.3M Sell
51,773
-1,385
-3% -$726K 0.48% 45
2021
Q3 		$23.1M Sell
53,158
-193
-0.4% -$91.5K 0.3% 62
2021
Q2 		$24.5M Sell
53,351
-516
-1% -$217K 0.31% 61
2021
Q1 		$18.6M Buy
53,867
+2,879
+6% +$1M 0.26% 75
2020
Q4 		$19M Buy
50,988
+349
+0.7% +$122K 0.28% 66
2020
Q3 		$16.9M Buy
50,639
+417
+0.8% +$129K 0.28% 65
2020
Q2 		$13.7M Buy
50,222
+10,264
+26% +$2.38M 0.25% 72
2020
Q1 		$7.86M Buy
+39,958
New +$8.51M 0.19% 86

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

SVB Wealth's POOL Position: Q2 2026 in Review

SVB Wealth reduced its Pool Corp (POOL) stake by 9.5% in Q2 2026, selling an estimated $50.3K and leaving 2,409 shares worth $518K. The position accounts for 0.03% of the portfolio, ranked #268.

SVB Wealth first reported a position in POOL in Q1 2020 and has held it in 25 quarters since. The position peaked at $29.3M in Q4 2021. 613 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

  • SVB Wealth held 2,409 shares of Pool Corp worth $518K as of Q2 2026.
  • SVB Wealth sold 252 Pool Corp shares in Q2 2026, an estimated $50.3K.
  • Pool Corp made up 0.03% of SVB Wealth's portfolio in Q2 2026, its #268 holding.
  • SVB Wealth first reported a position in Pool Corp in Q1 2020 and has held it in 25 quarters since.
  • SVB Wealth's Pool Corp position peaked at $29.3M in Q4 2021.
  • 613 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.