Patriot Financial Group Insurance Agency, LLC

Insurance

Position in PH — Parker-Hannifin Corp

CIK 1694883 Westborough, MA

Back to PH Full portfolio

Position in PH

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$400,051

-$380,598 QoQ

Shares Held

409

-53.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,355

of 1,973 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in PH Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $5,994,619 across 5 Specialty Industrial Machinery names. PH ranks #3 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	3,470	$4,076,764
2	ETN	Eaton Corp plc	2,413	$1,028,227
3	PH	Parker-Hannifin Corp This page	409	$400,051
4	GNRC	Generac Holdings Inc.	895	$262,064
5	CMI	Cummins Inc	319	$227,513

All Filings in PH

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18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$400,051	409	-53.1%	Shares	Sole	2026-07-16
2026-03-31	$780,649	872	+114.3%	Shares	Sole	2026-04-22
2025-12-31	$357,736	407	-5.6%	Shares	Sole	2026-01-26
2025-09-30	$326,762	431	0.0%	Shares	Sole	2025-10-08
2025-06-30	$301,040	431	-1.1%	Shares	Sole	2025-07-21
2025-03-31	$265,022	436	+0.2%	Shares	Sole	2025-04-14
2024-12-31	$276,673	435	-0.7%	Shares	Sole	2025-01-22
2024-09-30	$276,737	438	+210.6%	Shares	Sole	2024-10-24
2022-06-30	$34,693	141	+6.0%	Shares	Sole	2022-07-29
2022-03-31	$37,740	133	+9.0%	Shares	Sole	2022-05-11
2021-12-31	$38,810	122	+41.9%	Shares	Sole	2022-01-10
2021-09-30	$24,047	86	+1.2%	Shares	Sole	2021-11-24
2021-06-30	$26,104	85	0.0%	Shares	Sole	2021-07-30
2021-03-31	$26,811	85	0.0%	Shares	Sole	2021-04-29
2020-12-31	$23,154	85	+1.2%	Shares	Sole	2021-01-15
2020-09-30	$16,996	84	0.0%	Shares	Sole	2020-10-21
2020-06-30	$15,394	84	0.0%	Shares	Sole	2020-07-10
2020-03-31	$10,897	84	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.