WhitTier Trust Company’s Pool Corp POOL Stock Holding History

WhitTier Trust Company’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 Q1	$24.2K	Sell	118 -26	-18%	-$6.13K	﹤0.01%	861
2025 Q4	$34.5K	Sell	144 -1	-0.7%	-$260	﹤0.01%	784
2025 Q3	$44.9K	Hold	145	–	–	﹤0.01%	716
2025 Q2	$42.3K	Buy	145 +5	+4%	+$1.51K	﹤0.01%	826
2025 Q1	$44.6K	Sell	140 -18	-11%	-$6.11K	﹤0.01%	800
2024 Q4	$53.9K	Sell	158 -168	-52%	-$61.2K	﹤0.01%	738
2024 Q3	$123K	Buy	326 +164	+101%	+$56.7K	﹤0.01%	564
2024 Q2	$49.8K	Sell	162 -7,673	-98%	-$2.78M	﹤0.01%	703
2024 Q1	$3.16M	Buy	7,835 +392	+5%	+$153K	0.09%	183
2023 Q4	$2.97M	Buy	7,443 +370	+5%	+$130K	0.1%	178
2023 Q3	$2.52M	Sell	7,073 -18	-0.3%	-$6.55K	0.09%	178
2023 Q2	$2.66M	Buy	7,091 +90	+1%	+$30.8K	0.09%	179
2023 Q1	$2.4M	Buy	7,001 +3,444	+97%	+$1.22M	0.09%	184
2022 Q4	$1.08M	Sell	3,557 -3,638	-51%	-$1.15M	0.04%	270
2022 Q3	$2.29M	Buy	7,195 +580	+9%	+$207K	0.1%	184
2022 Q2	$2.32M	Buy	6,615 +6,582	+19,945%	+$2.61M	0.1%	183
2022 Q1	$14K	Buy	+33	New	+$15.4K	﹤0.01%	866

Other funds holding POOL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return