Parnassus Value Equity-InvPARWX
13F holders, Q1 2026 (March 31)2holders +1
1new positions
0sold out
$54.75avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Parnassus Value Equity-Inv (PARWX) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Financial Gravity Asset Management, Inc. ($20K) and McIlrath & Eck, LLC ($7K).
- Company
- Parnassus Value Equity-Inv
- CUSIP
- 701765869
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $7K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 127 shares bought, net +127 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 359 | $20K |
| McIlrath & Eck, LLC | 0.00% | New | 127 | $7K |
"% of holder's portfolio" is PARWX's weight in each manager's 13F, not the share of Parnassus Value Equity-Inv the manager owns.