Parnassus Value Equity-InvPARWX
13F holders, Q4 2024 (December 31)2holders
0new positions
0sold out
$52.45avg. 13F price*
At the end of Q4 2024, 2 institutions reported holding Parnassus Value Equity-Inv (PARWX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Fairfield Financial Advisors, LTD ($21K) and Financial Gravity Companies, Inc. ($17K).
- Company
- Parnassus Value Equity-Inv
- CUSIP
- 701765869
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 24 shares bought, net +24 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Fairfield Financial Advisors, LTD | 0.01% | No change | 407 | $21K |
| Financial Gravity Companies, Inc. | 0.00% | Add +8.1% | 320 | $17K |
"% of holder's portfolio" is PARWX's weight in each manager's 13F, not the share of Parnassus Value Equity-Inv the manager owns.