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Legacy Trust’s Parker-Hannifin PH Stock Holding History

Legacy Trust’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 		$256K Buy
285
+28
+11% +$27.5K 0.04% 199
2026
Q2 		$251K Buy
257
+10
+4% +$9.16K 0.04% 188
2026
Q1 		$221K Buy
+247
New +$234K 0.04% 195

Other funds holding PH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Legacy Trust's PH Position: Q3 2026 in Review

Legacy Trust increased its Parker-Hannifin (PH) stake by 11% in Q3 2026, buying an estimated $27.5K and bringing the position to 285 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #199.

Legacy Trust first reported a position in PH in Q1 2026 and has held it in 3 quarters since. 1,199 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Legacy Trust held 285 shares of Parker-Hannifin worth $256K as of Q3 2026.
  • Legacy Trust bought 28 Parker-Hannifin shares in Q3 2026, an estimated $27.5K.
  • Parker-Hannifin made up 0.04% of Legacy Trust's portfolio in Q3 2026, its #199 holding.
  • Legacy Trust first reported a position in Parker-Hannifin in Q1 2026 and has held it in 3 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.