Parnassus Core Equity-InvPRBLX
13F holders, Q4 2025 (December 31)6holders
0new positions
1sold out
$55.90avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding Parnassus Core Equity-Inv (PRBLX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were Fairfield Financial Advisors, LTD ($16.6M), Ferguson Wellman Capital Management, Inc. ($986K) and First Merchants Corp. ($681K).
- Company
- Parnassus Core Equity-Inv
- CUSIP
- 701769101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $107K |
All 13F filers, Q3 2025 → Q4 2025: 35,962 shares bought and 1,638 shares sold, net +34,324 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Fairfield Financial Advisors, LTD | 5.40% | Add +13.5% | 296,305 | $16.6M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Add +0.1% | 17,633 | $986K |
| First Merchants Corp. | 0.03% | Add +2.0% | 12,177 | $681K |
| Coston, McIsaac & Partners | 0.05% | Add +9.6% | 4,226 | $236K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 90 | $5K |
| Oakworth Capital, Inc. | 0.00% | Add +18.4% | 90 | $5K |
"% of holder's portfolio" is PRBLX's weight in each manager's 13F, not the share of Parnassus Core Equity-Inv the manager owns.