Balanced Pool
13F holders, Q3 2025 (September 30)1holders
0new positions
0sold out
$97.68avg. 13F price*
At the end of Q3 2025, 1 institutions reported holding Balanced Pool in their 13F filings, unchanged from Q2 2025. 0 opened new positions and 0 sold out. The largest holder was Westside Investment Management, Inc. ($185K).
- Company
- Balanced Pool
- CUSIP
- 808516306
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 1 holders
| Westside Investment Management, Inc. | 0.03% | No change | 1,898 | $185K |
"% of holder's portfolio" is BALANCED POOL's weight in each manager's 13F, not the share of Balanced Pool the manager owns.