Valley National Advisers’s Pool Corp POOL Stock Holding History

Valley National Advisers’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	$430	Buy	+2	New	+$399	﹤0.01%	967
2024 Q3	–	Sell	-37	Closed	-$11K	–	1046
2024 Q2	$11K	Sell	37 -13	-26%	-$4.71K	﹤0.01%	604
2024 Q1	$20K	Sell	50 -3	-6%	-$1.17K	﹤0.01%	526
2023 Q4	$21K	Buy	53 +40	+308%	+$14K	﹤0.01%	532
2023 Q3	$5K	Buy	13 +7	+117%	+$2.55K	﹤0.01%	710
2023 Q2	$3K	Buy	6 +1	+20%	+$342	﹤0.01%	746
2023 Q1	$2K	Hold	5	–	–	﹤0.01%	776
2022 Q4	$1K	Hold	5	–	–	﹤0.01%	810
2022 Q3	$2K	Hold	5	–	–	﹤0.01%	789
2022 Q2	$2K	Hold	5	–	–	﹤0.01%	770
2022 Q1	$2K	Hold	5	–	–	﹤0.01%	806
2021 Q4	$3K	Hold	5	–	–	﹤0.01%	753
2021 Q3	$2K	Hold	5	–	–	﹤0.01%	781
2021 Q2	$2K	Hold	5	–	–	﹤0.01%	798
2021 Q1	$2K	Hold	5	–	–	﹤0.01%	746
2020 Q4	$2K	Hold	5	–	–	﹤0.01%	703
2020 Q3	$2K	Hold	5	–	–	﹤0.01%	664
2020 Q2	$1K	Hold	5	–	–	﹤0.01%	732
2020 Q1	$1K	Buy	+5	New	+$1.06K	﹤0.01%	717

Other funds holding POOL

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Valley National Advisers's POOL Position: Q2 2026 in Review

Valley National Advisers opened a new position in Pool Corp (POOL) in Q2 2026: 2 shares worth $430. The stake represents ﹤0.01% of the portfolio and ranks #967 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in POOL as recently as Q2 2024.

Valley National Advisers first reported a position in POOL in Q1 2020 and has held it in 19 quarters since. The position peaked at $21K in Q4 2023. 617 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

Valley National Advisers held 2 shares of Pool Corp worth $430 as of Q2 2026.
Pool Corp was a new Valley National Advisers position in Q2 2026.
Pool Corp made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #967 holding.
Valley National Advisers first reported a position in Pool Corp in Q1 2020 and has held it in 19 quarters since.
Valley National Advisers's Pool Corp position peaked at $21K in Q4 2023.
617 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.