Balanced Pool
13F holders, Q4 2025 (December 31)2holders +1
1new positions
0sold out
$98.12avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Balanced Pool in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Westside Investment Management, Inc. ($188K) and Kohmann Bosshard Financial Services, LLC ($150K).
- Company
- Balanced Pool
- CUSIP
- 808516306
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $150K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 1,548 shares bought, net +1,548 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Westside Investment Management, Inc. | 0.03% | No change | 1,898 | $188K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 1,548 | $150K |
"% of holder's portfolio" is BALANCED POOL's weight in each manager's 13F, not the share of Balanced Pool the manager owns.