Richardson Financial Services’s Parker-Hannifin PH Stock Holding History

Richardson Financial Services’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	$436K	Sell	456 -5	-1%	-$4.91K	0.25%	94
2026 Q2	$451K	Sell	461 -27	-6%	-$24.7K	0.26%	85
2026 Q1	$437K	Sell	488 -23	-5%	-$21.8K	0.27%	87
2025 Q4	$449K	Sell	511 -471	-48%	-$385K	0.15%	88
2025 Q3	$745K	Sell	982 -10	-1%	-$7.38K	0.46%	52
2025 Q2	$698K	Buy	992 +4	+0.4%	+$2.53K	0.47%	57
2025 Q1	$601K	Sell	988 -2	-0.2%	-$1.31K	0.46%	64
2024 Q4	$630K	Buy	990 +6	+0.6%	+$3.97K	0.44%	60
2024 Q3	$498K	Hold	984	–	–	0.32%	78
2024 Q2	$498K	Sell	984 -66	-6%	-$35.4K	0.36%	74
2024 Q1	$584K	Buy	1,050 +203	+24%	+$103K	0.41%	71
2023 Q4	$390K	Buy	+847	New	+$353K	0.34%	85

Other funds holding PH

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Richardson Financial Services's PH Position: Q3 2026 in Review

Richardson Financial Services reduced its Parker-Hannifin (PH) stake by 1.1% in Q3 2026, selling an estimated $4.91K and leaving 456 shares worth $436K. The position accounts for 0.25% of the portfolio, ranked #94.

Richardson Financial Services first reported a position in PH in Q4 2023 and has held it in 12 quarters since. The position peaked at $745K in Q3 2025. 1,529 funds tracked by Wall St. Rank hold PH as of Q3 2026.

Richardson Financial Services held 456 shares of Parker-Hannifin worth $436K as of Q3 2026.
Richardson Financial Services sold 5 Parker-Hannifin shares in Q3 2026, an estimated $4.91K.
Parker-Hannifin made up 0.25% of Richardson Financial Services's portfolio in Q3 2026, its #94 holding.
Richardson Financial Services first reported a position in Parker-Hannifin in Q4 2023 and has held it in 12 quarters since.
Richardson Financial Services's Parker-Hannifin position peaked at $745K in Q3 2025.
1,529 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.