SYM Financial Corp’s Pool Corp POOL Stock Holding History

SYM Financial Corp’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
2025 Q4	–	Sell	-653	Closed	-$202K	–	447
2025 Q3	$202K	Buy	+653	New	+$205K	0.02%	318

Other funds holding POOL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SYM Financial Corp's POOL Position: Q4 2025 in Review

SYM Financial Corp sold out of Pool Corp (POOL) in Q4 2025, closing a stake of 653 shares — an estimated $202K sold.

SYM Financial Corp first reported a position in POOL in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 652 funds tracked by Wall St. Rank hold POOL as of Q4 2025.

SYM Financial Corp reported no remaining Pool Corp position as of Q4 2025 after selling out during the quarter.
SYM Financial Corp sold 653 Pool Corp shares in Q4 2025, an estimated $202K.
SYM Financial Corp first reported a position in Pool Corp in Q3 2025 and held it in 1 quarter.
SYM Financial Corp's Pool Corp position peaked at $202K in Q3 2025.
652 funds tracked by Wall St. Rank held Pool Corp as of Q4 2025.

Based on SYM Financial Corp's 13F filing for Q4 2025, filed 13 Feb 2026.