Concord Wealth Partners

Position in POOL — Pool Corp

CIK 1814214 ABINGDON, VA

Position in POOL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,934

-$124 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#564

of 605 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Concord Wealth Partners holds $3,509,447 across 5 Industrial Distribution names. POOL ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	2,571	$3,497,588
2	FERG	Ferguson Enterprises Inc. /DE/	24	$5,695
3	FAST	Fastenal Co	66	$3,169
4	POOL	Pool Corp This page	9	$1,934
5	XMTR	Xometry, Inc.	11	$1,061

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,934	9	0.0%	Shares	Sole	2026-07-27
2025-12-31	$2,058	9	0.0%	Shares	Sole	2026-01-29
2025-09-30	$2,790	9	0.0%	Shares	Sole	2025-11-05
2025-06-30	$2,623	9	0.0%	Shares	Sole	2025-07-25
2025-03-31	$2,865	9	0.0%	Shares	Sole	2025-05-02
2024-12-31	$3,068	9	0.0%	Shares	Sole	2025-01-24
2024-09-30	$3,391	9	0.0%	Shares	Sole	2024-10-24
2024-06-30	$2,765	9	0.0%	Shares	Sole	2024-07-31
2024-03-31	$3,631	9	0.0%	Shares	Sole	2024-04-30
2023-12-31	$3,588	9	-25.0%	Shares	Sole	2024-04-30
2023-09-30	$4,273	12	0.0%	Shares	Sole	2024-04-30
2023-06-30	$4,495	12	-89.7%	Shares	Sole	2023-08-08
2023-03-31	$39,723	116	0.0%	Shares	Sole	2023-04-26
2022-12-31	$35,070	116	-6.5%	Shares	Sole	2023-01-30
2022-06-30	$43,552	124	-9.5%	Shares	Sole	2022-08-04
2022-03-31	$57,930	137	0.0%	Shares	Sole	2022-04-20
2021-12-31	$77,542	137	+1041.7%	Shares	Sole	2022-01-21
2021-09-30	$5,212	12	-69.2%	Shares	Sole	2021-11-09
2021-06-30	$17,887	39	+11.4%	Shares	Sole	2021-07-29
2021-03-31	$12,083	35	+288.9%	Shares	Sole	2021-05-13
2020-12-31	$3,352	9	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.