Parnassus Value Equity-InvPARWX

13F holders, Q2 2024 (June 30)
2holders +1
0new positions
0sold out
$53.60avg. 13F price*

At the end of Q2 2024, 2 institutions reported holding Parnassus Value Equity-Inv (PARWX) in their 13F filings, up 1 from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were Fairfield Financial Advisors, LTD ($22K) and Financial Gravity Asset Management, Inc. ($16K).

Company
Parnassus Value Equity-Inv
CUSIP
701765869
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

Ownership 2 holders

Fairfield Financial Advisors, LTD 0.01% — 407 $22K
Financial Gravity Asset Management, Inc. 0.00% No change 296 $16K

"% of holder's portfolio" is PARWX's weight in each manager's 13F, not the share of Parnassus Value Equity-Inv the manager owns.