EverSource Wealth Advisors’s Park-Ohio Holdings PKOH Stock Holding History

EverSource Wealth Advisors’s Portfolio PKOH Stock Details PKOH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.11K	Sell	55 -6	-10%	-$184	﹤0.01%	3702
2026 Q1	$1.47K	Buy	61 +14	+30%	+$343	﹤0.01%	3743
2025 Q4	$984	Buy	47 +2	+4%	+$42	﹤0.01%	3713
2025 Q3	$956	Buy	45 +34	+309%	+$651	﹤0.01%	3772
2025 Q2	$197	Buy	11 +6	+120%	+$113	﹤0.01%	4061
2025 Q1	$108	Buy	5 +3	+150%	+$72	﹤0.01%	3817
2024 Q4	$53	Buy	+2	New	+$60	﹤0.01%	3629

Other funds holding PKOH

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

HIMC

Heritage Investors Management Corp Bethesda, Maryland $3.61B AUM 35.86% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

LAM

LOM Asset Management Hamilton $387M AUM 44.05% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

EverSource Wealth Advisors's PKOH Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Park-Ohio Holdings (PKOH) stake by 9.8% in Q2 2026, selling an estimated $184 and leaving 55 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #3702.

EverSource Wealth Advisors first reported a position in PKOH in Q4 2024 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold PKOH as of Q2 2026.

EverSource Wealth Advisors held 55 shares of Park-Ohio Holdings worth $2.11K as of Q2 2026.
EverSource Wealth Advisors sold 6 Park-Ohio Holdings shares in Q2 2026, an estimated $184.
Park-Ohio Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3702 holding.
EverSource Wealth Advisors first reported a position in Park-Ohio Holdings in Q4 2024 and has held it in 7 quarters since.
19 funds tracked by Wall St. Rank held Park-Ohio Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.