Parnassus Value Equity-InstPFPWX
13F holders, Q3 2024 (September 30)1holders
0new positions
1sold out
$57.66avg. 13F price*
At the end of Q3 2024, 1 institutions reported holding Parnassus Value Equity-Inst (PFPWX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 1 sold out. The largest holder was Alpine Bank Wealth Management ($191K).
- Company
- Parnassus Value Equity-Inst
- CUSIP
- 701765406
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $19K |
All 13F filers, Q2 2024 → Q3 2024: 344 shares sold, net −344 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Alpine Bank Wealth Management | 0.03% | — | 3,312 | $191K |
"% of holder's portfolio" is PFPWX's weight in each manager's 13F, not the share of Parnassus Value Equity-Inst the manager owns.