Parnassus Mid Cap Fund-InstPFPMX
13F holders, Q1 2026 (March 31)2holders −1
0new positions
1sold out
$37.51avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Parnassus Mid Cap Fund-Inst (PFPMX) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were Coston, McIsaac & Partners ($74K) and Richardson Financial Services Inc. ($40K).
- Company
- Parnassus Mid Cap Fund-Inst
- CUSIP
- 701765505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $6K |
All 13F filers, Q4 2025 → Q1 2026: 169 shares sold, net −169 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Coston, McIsaac & Partners | 0.02% | No change | 1,977 | $74K |
| Richardson Financial Services Inc. | 0.02% | Reduce -1.9% | 1,058 | $40K |
"% of holder's portfolio" is PFPMX's weight in each manager's 13F, not the share of Parnassus Mid Cap Fund-Inst the manager owns.