Patriot Financial Group Insurance Agency’s Parker-Hannifin PH Stock Holding History

Patriot Financial Group Insurance Agency’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	$400K	Sell	409 -463	-53%	-$424K	0.04%	346
2026 Q1	$781K	Buy	872 +465	+114%	+$440K	0.04%	343
2025 Q4	$358K	Sell	407 -24	-6%	-$19.6K	0.04%	355
2025 Q3	$327K	Hold	431	–	–	0.04%	367
2025 Q2	$301K	Sell	431 -5	-1%	-$3.16K	0.03%	405
2025 Q1	$265K	Buy	436 +1	+0.2%	+$654	0.04%	399
2024 Q4	$277K	Sell	435 -3	-0.7%	-$1.99K	0.04%	385
2024 Q3	$277K	Buy	+438	New	+$249K	0.04%	402
2022 Q3	–	Sell	-141	Closed	-$35K	–	1515
2022 Q2	$35K	Buy	141 +8	+6%	+$2.14K	0.01%	848
2022 Q1	$38K	Buy	133 +11	+9%	+$3.32K	0.01%	870
2021 Q4	$39K	Buy	122 +36	+42%	+$11.1K	0.01%	967
2021 Q3	$24K	Buy	86 +1	+1%	+$298	﹤0.01%	1138
2021 Q2	$26K	Hold	85	–	–	﹤0.01%	1074
2021 Q1	$27K	Hold	85	–	–	0.01%	988
2020 Q4	$23K	Buy	85 +1	+1%	+$248	0.01%	929
2020 Q3	$17K	Hold	84	–	–	0.01%	862
2020 Q2	$15K	Hold	84	–	–	0.01%	838
2020 Q1	$11K	Buy	84 +1	+1%	+$181	0.01%	833
2019 Q4	$17K	Hold	83	–	–	0.01%	727
2019 Q3	$15K	Buy	83 +1	+1%	+$170	0.01%	716
2019 Q2	$14K	Hold	82	–	–	0.01%	738
2019 Q1	$14K	Hold	82	–	–	0.01%	634
2018 Q4	$12K	Hold	82	–	–	0.01%	583
2018 Q3	$15K	Hold	82	–	–	0.01%	546
2018 Q2	$13K	Hold	82	–	–	0.01%	367
2018 Q1	$14K	Hold	82	–	–	0.01%	543
2017 Q4	$17K	Hold	82	–	–	0.01%	487
2017 Q3	$15K	Hold	82	–	–	0.01%	471
2017 Q2	$13K	Hold	82	–	–	0.01%	480
2017 Q1	$13K	Hold	82	–	–	0.01%	449
2016 Q4	$12K	Buy	+82	New	+$10.9K	0.02%	436

Other funds holding PH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PH Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Parker-Hannifin (PH) stake by 53% in Q2 2026, selling an estimated $424K and leaving 409 shares worth $400K. The position accounts for 0.04% of the portfolio, ranked #346.

Patriot Financial Group Insurance Agency first reported a position in PH in Q4 2016 and has held it in 31 quarters since. The position peaked at $781K in Q1 2026. 1,030 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Patriot Financial Group Insurance Agency held 409 shares of Parker-Hannifin worth $400K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 463 Parker-Hannifin shares in Q2 2026, an estimated $424K.
Parker-Hannifin made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #346 holding.
Patriot Financial Group Insurance Agency first reported a position in Parker-Hannifin in Q4 2016 and has held it in 31 quarters since.
Patriot Financial Group Insurance Agency's Parker-Hannifin position peaked at $781K in Q1 2026.
1,030 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.