IFG
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Independent Financial Group’s Parker-Hannifin PH Stock Holding History

Independent 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 		$630K Buy
644
+62
+11% +$56.8K 0.01% 882
2026
Q1 		$521K Buy
582
+200
+52% +$189K 0.01% 916
2025
Q4 		$336K Buy
382
+109
+40% +$89.2K 0.01% 1092
2025
Q3 		$207K Buy
+273
New +$201K 0.01% 1274
2025
Q2 		– Sell
-371
Closed -$225K – 1346
2025
Q1 		$225K Buy
+371
New +$243K 0.01% 1060
2023
Q3 		– Sell
-738
Closed -$288K – 937
2023
Q2 		$288K Sell
738
-215
-23% -$72.8K 0.02% 657
2023
Q1 		$320K Buy
+953
New +$316K 0.03% 584

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Independent Financial Group increased its Parker-Hannifin (PH) stake by 11% in Q2 2026, buying an estimated $56.8K and bringing the position to 644 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #882.

Independent Financial Group first reported a position in PH in Q1 2023 and has held it in 7 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Independent Financial Group held 644 shares of Parker-Hannifin worth $630K as of Q2 2026.
  • Independent Financial Group bought 62 Parker-Hannifin shares in Q2 2026, an estimated $56.8K.
  • Parker-Hannifin made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #882 holding.
  • Independent Financial Group first reported a position in Parker-Hannifin in Q1 2023 and has held it in 7 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.