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Peak Financial Management’s Deere & Co DE Stock Holding History

Peak Financial Management’s Portfolio DE Stock Details DE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$345K Buy
544
+50
+10% +$29K 0.08% 77
2026
Q1 		$278K Hold
494
– – 0.07% 73
2025
Q4 		$230K Buy
+494
New +$232K 0.06% 92

Other funds holding DE

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Peak Financial Management's DE Position: Q2 2026 in Review

Peak Financial Management increased its Deere & Co (DE) stake by 10% in Q2 2026, buying an estimated $29K and bringing the position to 544 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #77.

Peak Financial Management first reported a position in DE in Q4 2025 and has held it in 3 quarters since. 1,159 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • Peak Financial Management held 544 shares of Deere & Co worth $345K as of Q2 2026.
  • Peak Financial Management bought 50 Deere & Co shares in Q2 2026, an estimated $29K.
  • Deere & Co made up 0.08% of Peak Financial Management's portfolio in Q2 2026, its #77 holding.
  • Peak Financial Management first reported a position in Deere & Co in Q4 2025 and has held it in 3 quarters since.
  • 1,159 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.