Parnassus Value Equity-InstPFPWX
13F holders, Q1 2026 (March 31)1holders
0new positions
0sold out
$54.97avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Parnassus Value Equity-Inst (PFPWX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holder was Garton & Associates Financial Advisors LLC ($328K).
- Company
- Parnassus Value Equity-Inst
- CUSIP
- 701765406
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 800 shares sold, net −800 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Garton & Associates Financial Advisors LLC | 0.27% | Reduce -11.8% | 5,967 | $328K |
"% of holder's portfolio" is PFPWX's weight in each manager's 13F, not the share of Parnassus Value Equity-Inst the manager owns.