Tompkins Financial’s Parker-Hannifin PH Stock Holding History

Tompkins Financial’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	$2.84M	Hold	2,974	–	–	0.2%	72
2026 Q2	$2.91M	Hold	2,974	–	–	0.2%	69
2026 Q1	$2.66M	Hold	2,974	–	–	0.21%	65
2025 Q4	$2.61M	Sell	2,974 -12	-0.4%	-$9.82K	0.2%	70
2025 Q3	$2.26M	Hold	2,986	–	–	0.19%	73
2025 Q2	$2.09M	Buy	2,986 +562	+23%	+$355K	0.19%	73
2025 Q1	$1.47M	Buy	+2,424	New	+$1.59M	0.14%	80
2024 Q2	–	Sell	-2	Closed	-$1.11K	–	632
2024 Q1	$1.11K	Buy	+2	New	+$1.02K	﹤0.01%	594
2014 Q3	–	Sell	-10	Closed	-$1K	–	509
2014 Q2	$1K	Hold	10	–	–	﹤0.01%	508
2014 Q1	$1K	Sell	10 -90	-90%	-$10.8K	﹤0.01%	500
2013 Q4	$13K	Hold	100	–	–	﹤0.01%	387
2013 Q3	$11K	Hold	100	–	–	﹤0.01%	388
2013 Q2	$10K	Buy	+100	New	+$9.37K	﹤0.01%	400

Other funds holding PH

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Tompkins Financial's PH Position: Q3 2026 in Review

Tompkins Financial held its Parker-Hannifin (PH) position steady in Q3 2026 at 2,974 shares worth $2.84M. The position accounts for 0.2% of the portfolio, ranked #72.

Tompkins Financial first reported a position in PH in Q2 2013 and has held it in 13 quarters since. The position peaked at $2.91M in Q2 2026. 16 funds tracked by Wall St. Rank hold PH as of Q3 2026.

Tompkins Financial held 2,974 shares of Parker-Hannifin worth $2.84M as of Q3 2026.
Tompkins Financial left its Parker-Hannifin share count unchanged in Q3 2026.
Parker-Hannifin made up 0.2% of Tompkins Financial's portfolio in Q3 2026, its #72 holding.
Tompkins Financial first reported a position in Parker-Hannifin in Q2 2013 and has held it in 13 quarters since.
Tompkins Financial's Parker-Hannifin position peaked at $2.91M in Q2 2026.
16 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.