Montecito Bank & Trust’s Parker-Hannifin PH Stock Holding History

Montecito Bank & 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 Q2	$1.14M	Buy	1,169 +146	+14%	+$134K	0.17%	126
2026 Q1	$916K	Sell	1,023 -98	-9%	-$92.8K	0.15%	136
2025 Q4	$985K	Sell	1,121 -855	-43%	-$700K	0.16%	132
2025 Q3	$1.5M	Buy	+1,976	New	+$1.46M	0.23%	97
2025 Q1	$385K	Buy	+634	New	+$415K	0.07%	227

Other funds holding PH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Montecito Bank & Trust's PH Position: Q2 2026 in Review

Montecito Bank & Trust increased its Parker-Hannifin (PH) stake by 14% in Q2 2026, buying an estimated $134K and bringing the position to 1,169 shares worth $1.14M. The position accounts for 0.17% of the portfolio, ranked #126.

Montecito Bank & Trust first reported a position in PH in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.5M in Q3 2025. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Montecito Bank & Trust held 1,169 shares of Parker-Hannifin worth $1.14M as of Q2 2026.
Montecito Bank & Trust bought 146 Parker-Hannifin shares in Q2 2026, an estimated $134K.
Parker-Hannifin made up 0.17% of Montecito Bank & Trust's portfolio in Q2 2026, its #126 holding.
Montecito Bank & Trust first reported a position in Parker-Hannifin in Q1 2025 and has held it in 5 quarters since.
Montecito Bank & Trust's Parker-Hannifin position peaked at $1.5M in Q3 2025.
396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.