TFM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return