Taylor Financial Group
PH icon

Taylor Financial Group’s Parker-Hannifin PH Stock Holding History

Taylor Financial Group’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 		$2.28M Hold
2,390
– – 1.25% 18
2026
Q2 		$2.34M Sell
2,390
-5
-0.2% -$4.58K 1.29% 18
2026
Q1 		$2.14M Hold
2,395
– – 1.3% 18
2025
Q4 		$2.11M Hold
2,395
– – 1.24% 19
2025
Q3 		$1.82M Sell
2,395
-8
-0.3% -$5.9K 1.04% 22
2025
Q2 		$1.68M Sell
2,403
-25
-1% -$15.8K 1.05% 23
2025
Q1 		$1.48M Sell
2,428
-12
-0.5% -$7.85K 1.03% 24
2024
Q4 		$1.55M Sell
2,440
-1
-0% -$662 1.08% 23
2024
Q3 		$1.54M Buy
2,441
+28
+1% +$15.9K 1.07% 25
2024
Q2 		$1.22M Hold
2,413
– – 0.94% 26
2024
Q1 		$1.34M Sell
2,413
-76
-3% -$38.6K 1.02% 24
2023
Q4 		$1.15M Buy
+2,489
New +$1.04M 0.94% 26

Other funds holding PH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Taylor Financial Group's PH Position: Q3 2026 in Review

Taylor Financial Group held its Parker-Hannifin (PH) position steady in Q3 2026 at 2,390 shares worth $2.28M. The position accounts for 1.25% of the portfolio, ranked #18.

Taylor Financial Group first reported a position in PH in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.34M in Q2 2026. 1,328 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Taylor Financial Group held 2,390 shares of Parker-Hannifin worth $2.28M as of Q3 2026.
  • Taylor Financial Group left its Parker-Hannifin share count unchanged in Q3 2026.
  • Parker-Hannifin made up 1.25% of Taylor Financial Group's portfolio in Q3 2026, its #18 holding.
  • Taylor Financial Group first reported a position in Parker-Hannifin in Q4 2023 and has held it in 12 quarters since.
  • Taylor Financial Group's Parker-Hannifin position peaked at $2.34M in Q2 2026.
  • 1,328 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Taylor Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.