BPI
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BFC Planning, Inc.’s Parker-Hannifin PH Stock Holding History

BFC Planning, Inc.’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
Q3 		$732K Buy
766
+14
+2% +$13.7K 0.03% 479
2026
Q2 		$736K Buy
752
+283
+60% +$259K 0.03% 480
2026
Q1 		$421K Sell
469
-1
-0.2% -$946 0.02% 631
2025
Q4 		$413K Buy
470
+172
+58% +$141K 0.02% 607
2025
Q3 		$226K Sell
298
-5
-2% -$3.69K 0.02% 631
2025
Q2 		$212K Sell
303
-45
-13% -$28.4K 0.02% 622
2025
Q1 		$212K Buy
348
+23
+7% +$15K 0.02% 586
2024
Q4 		$207K Sell
325
-19
-6% -$12.6K 0.02% 598
2024
Q3 		$218K Buy
+344
New +$195K 0.02% 582

Other funds holding PH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

BFC Planning, Inc.'s PH Position: Q3 2026 in Review

BFC Planning, Inc. increased its Parker-Hannifin (PH) stake by 1.9% in Q3 2026, buying an estimated $13.7K and bringing the position to 766 shares worth $732K. The position accounts for 0.03% of the portfolio, ranked #479.

BFC Planning, Inc. first reported a position in PH in Q3 2024 and has held it in 9 quarters since. The position peaked at $736K in Q2 2026. 1,714 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • BFC Planning, Inc. held 766 shares of Parker-Hannifin worth $732K as of Q3 2026.
  • BFC Planning, Inc. bought 14 Parker-Hannifin shares in Q3 2026, an estimated $13.7K.
  • Parker-Hannifin made up 0.03% of BFC Planning, Inc.'s portfolio in Q3 2026, its #479 holding.
  • BFC Planning, Inc. first reported a position in Parker-Hannifin in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s Parker-Hannifin position peaked at $736K in Q2 2026.
  • 1,714 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.