Pool Corporation
US ˙ NasdaqGS ˙ US73278L1052

SecurityPOOL / Pool Corporation
InstitutionIMA Wealth, Inc.
Latest Disclosed Ownership49 shares
Latest Disclosed Value $ 9,914
IMA Wealth, Inc. ownership in POOL / Pool Corporation

On May 6, 2026 - IMA Wealth, Inc. filed a 13F-HR form disclosing ownership of 49 shares of Pool Corporation (US:POOL) valued at $9,914 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 49 shares of Pool Corporation. This represents a change in shares of 0.00% during the quarter. The current value of the position is $8,854 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F Pool Common Stock 73278L105 49 0 0.00 10 -18.18 0.0010
2026-02-11 2025-12-31 13F Pool Common Stock 73278L105 49 0 0.00 11 -26.67 0.0011
2025-11-06 2025-09-30 13F Pool Common Stock 73278L105 49 0 0.00 15 7.14 0.0015
2025-08-08 2025-06-30 13F Pool Common Stock 73278L105 49 0 0.00 14 -6.67 0.0015
2025-05-06 2025-03-31 13F Pool Common Stock 73278L105 49 49 16 0.0019
2025-02-14 2024-12-31 13F Pool Common Stock 73278L105 0 -49 -100.00 0 -100.00
2024-11-14 2024-09-30 13F Pool Common Stock 73278L105 49 49 18 0.0040
2024-02-05 2023-12-31 13F POOL COM 73278L105 0 -49 -100.00 0 -100.00
2023-11-28 2023-09-30 13F POOL COM 73278L105 49 0 0.00 17 -5.56 0.0045
2023-08-15 2023-06-30 13F POOL COM 73278L105 49 0 0.00 18 12.50 0.0047
2023-05-16 2023-03-31 13F POOL COM 73278L105 49 0 0.00 17 14.29 0.0043
2023-02-16 2022-12-31 13F POOL COM 73278L105 49 -100 -67.11 15 -70.21 0.0039
2022-11-15 2022-09-30 13F POOL COM 73278L105 149 0 0.00 47 -9.62 0.0126
2022-08-18 2022-06-30 13F POOL COM 73278L105 149 100 204.08 52 147.62 0.0127
2022-06-13 2022-03-31 13F POOL COM 73278L105 49 0 0.00 21 -25.00 0.0048
2022-02-14 2021-12-31 13F POOL COM 73278L105 49 0 0.00 28 33.33 0.0062
2021-11-03 2021-09-30 13F POOL COM 73278L105 49 0 0.00 21 -4.55 0.0050
2021-08-13 2021-06-30 13F POOL COM 73278L105 49 0 0.00 22 29.41 0.0051
2021-05-13 2021-03-31 13F POOL COM 73278L105 49 0 0.00 17 -5.56 0.0042
2021-02-08 2020-12-31 13F POOL COM 73278L105 49 0 0.00 18 12.50 0.0050
2020-11-16 2020-09-30 13F POOL COM 73278L105 49 49 16 0.0054
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.