Back to POOL
Concurrent Investment Advisors, LLC → POOL
Concurrent Investment Advisors, LLC POOL Position History
Pool Corporation • Wholesale Trade
Quarters held
8
Latest value
$1.4M
Q3 2026
Peak value
$2.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.6M |
| Q4 2025 | $137K |
| Q4 2025 | $2M |
| Q1 2026 | $90K |
| Q1 2026 | $1.6M |
| Q2 2026 | $2M |
| Q2 2026 | $587K |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 8.7K | — | — |
| Q2 2026 | $587K | 2.7K | — | — |
| Q2 2026 | $2M | 9.1K | — | — |
| Q1 2026 | $1.6M | 8.0K | — | — |
| Q1 2026 | $90K | 444 | — | — |
| Q4 2025 | $2M | 8.7K | — | — |
| Q4 2025 | $137K | 597 | — | — |
| Q3 2025 | $2.6M | 8.4K | — | — |
Other funds holding POOL
$1.4B
$1.2B
$1.1B
$951.6M
$894.5M
$828.5M
$633.2M