BFG
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Berger Financial Group’s Parker-Hannifin PH Stock Holding History

Berger Financial Group’s Portfolio PH Stock Details PH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.54M Buy
2,601
+101
+4% +$92.5K 0.13% 127
2026
Q1 		$2.24M Sell
2,500
-44
-2% -$41.6K 0.13% 131
2025
Q4 		$2.24M Buy
2,544
+55
+2% +$45K 0.13% 132
2025
Q3 		$1.89M Sell
2,489
-2
-0.1% -$1.48K 0.11% 147
2025
Q2 		$1.74M Sell
2,491
-1
-0% -$632 0.11% 143
2025
Q1 		$1.51M Sell
2,492
-30
-1% -$19.6K 0.11% 152
2024
Q4 		$1.6M Sell
2,522
-66
-3% -$43.7K 0.11% 138
2024
Q3 		$1.64M Buy
2,588
+2,082
+411% +$1.18M 0.12% 131
2024
Q2 		$256K Hold
506
– – 0.02% 315
2024
Q1 		$281K Sell
506
-3
-0.6% -$1.52K 0.02% 288
2023
Q4 		$234K Sell
509
-6
-1% -$2.5K 0.02% 275
2023
Q3 		$201K Buy
+515
New +$207K 0.02% 269

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Berger Financial Group's PH Position: Q2 2026 in Review

Berger Financial Group increased its Parker-Hannifin (PH) stake by 4% in Q2 2026, buying an estimated $92.5K and bringing the position to 2,601 shares worth $2.54M. The position accounts for 0.13% of the portfolio, ranked #127.

Berger Financial Group first reported a position in PH in Q3 2023 and has held it in 12 quarters since. 1,297 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Berger Financial Group held 2,601 shares of Parker-Hannifin worth $2.54M as of Q2 2026.
  • Berger Financial Group bought 101 Parker-Hannifin shares in Q2 2026, an estimated $92.5K.
  • Parker-Hannifin made up 0.13% of Berger Financial Group's portfolio in Q2 2026, its #127 holding.
  • Berger Financial Group first reported a position in Parker-Hannifin in Q3 2023 and has held it in 12 quarters since.
  • 1,297 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.