Western Financial Corp’s Parker-Hannifin PH Stock Holding History

Western Financial Corp’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	$773K	Buy	790 +77	+11%	+$70.5K	0.23%	76
2026 Q1	$639K	Sell	713 -202	-22%	-$191K	0.25%	81
2025 Q4	$804K	Sell	915 -121	-12%	-$99K	0.32%	69
2025 Q3	$786K	Sell	1,036 -57	-5%	-$42.1K	0.34%	74
2025 Q2	$764K	Sell	1,093 -116	-10%	-$73.3K	0.41%	70
2025 Q1	$735K	Sell	1,209 -81	-6%	-$53K	0.43%	74
2024 Q4	$821K	Sell	1,290 -38	-3%	-$25.2K	0.45%	61
2024 Q3	$839K	Buy	+1,328	New	+$754K	0.48%	63

Other funds holding PH

KAS

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Western Financial Corp's PH Position: Q2 2026 in Review

Western Financial Corp increased its Parker-Hannifin (PH) stake by 11% in Q2 2026, buying an estimated $70.5K and bringing the position to 790 shares worth $773K. The position accounts for 0.23% of the portfolio, ranked #76.

Western Financial Corp first reported a position in PH in Q3 2024 and has held it in 8 quarters since. The position peaked at $839K in Q3 2024. 861 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Western Financial Corp held 790 shares of Parker-Hannifin worth $773K as of Q2 2026.
Western Financial Corp bought 77 Parker-Hannifin shares in Q2 2026, an estimated $70.5K.
Parker-Hannifin made up 0.23% of Western Financial Corp's portfolio in Q2 2026, its #76 holding.
Western Financial Corp first reported a position in Parker-Hannifin in Q3 2024 and has held it in 8 quarters since.
Western Financial Corp's Parker-Hannifin position peaked at $839K in Q3 2024.
861 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.