Balanced Pool
13F holders, Q1 2026 (March 31)1holders −1
0new positions
1sold out
$94.30avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Balanced Pool in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holder was Westside Investment Management, Inc. ($1.2M).
- Company
- Balanced Pool
- CUSIP
- 808516306
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $150K |
All 13F filers, Q4 2025 → Q1 2026: 11,260 shares bought and 1,548 shares sold, net +9,712 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Westside Investment Management, Inc. | 0.19% | Add +593.3% | 13,158 | $1.2M |
"% of holder's portfolio" is BALANCED POOL's weight in each manager's 13F, not the share of Balanced Pool the manager owns.