Position in PH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,968,593
+$217,521 QoQ
Shares Held
3,035
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#702
of 1,972 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026FIRST AMERICAN TRUST, FSB holds $18,546,858 across 4 Specialty Industrial Machinery names. PH ranks #3 (16.0% of the industry book) .
All Filings in PH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,968,593 | 3,035 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,751,072 | 3,073 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,775,755 | 3,158 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,206,216 | 2,910 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,031,849 | 2,909 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,960,924 | 3,226 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,051,832 | 3,226 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,257,492 | 3,573 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||