TFC Financial Management’s Pool Corp POOL Stock Holding History

TFC Financial Management’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 Q3	–	Sell	-2	Closed	-$583	–	1036
2025 Q2	$583	Sell	2 -1	-33%	-$302	﹤0.01%	653
2025 Q1	$956	Sell	3 -2	-40%	-$678	﹤0.01%	566
2024 Q4	$1.71K	Hold	5	–	–	﹤0.01%	521
2024 Q3	$1.88K	Buy	5 +2	+67%	+$692	﹤0.01%	508
2024 Q2	$922	Hold	3	–	–	﹤0.01%	568
2024 Q1	$1.21K	Buy	3 +1	+50%	+$391	﹤0.01%	522
2023 Q4	$798	Hold	2	–	–	﹤0.01%	543
2023 Q3	$713	Hold	2	–	–	﹤0.01%	565
2023 Q2	$750	Buy	2 +1	+100%	+$342	﹤0.01%	543
2023 Q1	$343	Buy	+1	New	+$355	﹤0.01%	593
2022 Q1	–	Sell	-5	Closed	-$3K	–	570
2021 Q4	$3K	Buy	+5	New	+$2.62K	﹤0.01%	437

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TFC Financial Management's POOL Position: Q3 2025 in Review

TFC Financial Management sold out of Pool Corp (POOL) in Q3 2025, closing a stake of 2 shares — an estimated $583 sold.

TFC Financial Management first reported a position in POOL in Q4 2021 and held it in 11 quarters. The position peaked at $3K in Q4 2021. 708 funds tracked by Wall St. Rank hold POOL as of Q3 2025.

TFC Financial Management reported no remaining Pool Corp position as of Q3 2025 after selling out during the quarter.
TFC Financial Management sold 2 Pool Corp shares in Q3 2025, an estimated $583.
TFC Financial Management first reported a position in Pool Corp in Q4 2021 and held it in 11 quarters.
TFC Financial Management's Pool Corp position peaked at $3K in Q4 2021.
708 funds tracked by Wall St. Rank held Pool Corp as of Q3 2025.

Based on TFC Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.