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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

PH holding history

Parker-Hannifin Corp in every 13F filed by Summit Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PH overviewAll 13F holders of PHFull Q2 2026 holdings

Shares (Q2 2026)
4,120
Value
$4.03M
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of PH by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,120$4.03M<0.1%−9−0.2%ReducedHolders
Q1 20264,129$3.70M<0.1%−160−3.7%ReducedHolders
Q4 20254,289$3.77M0.1%+163+4.0%AddedHolders
Q3 20254,126$3.13M<0.1%−708−14.6%ReducedHolders
Q2 20254,834$3.38M0.1%−29−0.6%ReducedHolders
Q1 20254,863$2.96M0.1%+406+9.1%AddedHolders
Q4 20244,457$2.84M0.1%−140−3.0%ReducedHolders
Q3 20244,597$2.90M0.1%−51−1.1%ReducedHolders
Q2 20244,648$2.35M0.1%+1,985+74.5%AddedHolders
Q1 20242,663$1.48M0.1%−136−4.9%ReducedHolders
Q4 20232,799$1.29M0.1%−96−3.3%ReducedHolders
Q3 20232,895$1.13M0.1%−128−4.2%ReducedHolders
Q2 20233,023$1.18M0.1%−103−3.3%ReducedHolders
Q1 20233,126$1.05M0.1%+115+3.8%AddedHolders
Q4 20223,011$876.2K0.1%+142+4.9%AddedHolders
Q3 20222,869$695.1K0.1%+305+11.9%AddedHolders
Q2 20222,564$631.0K0.1%−19−0.7%ReducedHolders
Q1 20222,583$733.0K0.1%+76+3.0%AddedHolders
Q4 20212,507$797.6K0.1%+682+37.4%AddedHolders
Q3 20211,825$510.3K<0.1%+1,003+122.0%AddedHolders
Q2 2021822$252.4K<0.1%+822NewHolders