Position in PH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,058,325
+$153,238 QoQ
Shares Held
1,082
+7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#997
of 1,972 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $5,658,044 across 5 Specialty Industrial Machinery names. PH ranks #3 (18.7% of the industry book) .
All Filings in PH
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,058,325 | 1,082 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $905,087 | 1,011 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $1,020,472 | 1,161 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $887,792 | 1,171 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $803,938 | 1,151 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $707,536 | 1,164 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $767,051 | 1,206 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $809,992 | 1,282 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $755,678 | 1,494 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $984,858 | 1,772 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,293,644 | 2,808 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,539,670 | 6,520 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $14,688,125 | 37,658 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $12,851,165 | 38,235 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,786,788 | 37,068 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,285,790 | 34,195 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||