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IFP Advisors’s Park-Ohio Holdings PKOH Stock Holding History

IFP 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
Q1 		$216 Hold
9
– – ﹤0.01% 4609
2025
Q4 		$188 Buy
9
+5
+125% +$104 ﹤0.01% 4490
2025
Q3 		$85 Buy
+4
New +$77 ﹤0.01% 4569
2025
Q2 		– Hold
0
– – – 4608
2019
Q1 		– Sell
-5
Closed – – 3149
2018
Q4 		$0 Hold
5
– – ﹤0.01% 3798
2018
Q3 		$0 Sell
5
-750
-99% -$29.1K ﹤0.01% 3978
2018
Q2 		$28K Buy
755
+750
+15,000% +$29.3K ﹤0.01% 2271
2018
Q1 		$0 Hold
5
– – ﹤0.01% 3820
2017
Q4 		$0 Sell
5
-105
-95% -$4.7K ﹤0.01% 4039
2017
Q3 		$5K Hold
110
– – ﹤0.01% 3410
2017
Q2 		$4K Hold
110
– – ﹤0.01% 3523
2017
Q1 		$4K Buy
110
+5
+5% +$206 ﹤0.01% 3433
2016
Q4 		$4K Buy
+105
New +$4.03K ﹤0.01% 3417

Other funds holding PKOH

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return