Parnassus Core Equity-InstPRILX

13F holders, Q2 2026 (June 30)
4holders +1
1new positions
0sold out
$61.51avg. 13F price*

At the end of Q2 2026, 4 institutions reported holding Parnassus Core Equity-Inst (PRILX) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($1.4M), Coston, McIsaac & Partners ($76K) and Richardson Financial Services Inc. ($69K).

Company
Parnassus Core Equity-Inst
CUSIP
701769408
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 4Q1 2024Q2 2024: 4Q2 2024Q3 2024: 4Q3 2024Q4 2024: 4Q4 2024Q1 2025: 5Q1 2025Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 5Q4 2025Q1 2026: 3Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$17K
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 278 shares bought and 5,662 shares sold, net −5,384 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Fulton Bank, N.A. 0.04% Reduce -20.3% 22,036 $1.4M
Coston, McIsaac & Partners 0.02% Add +0.1% 1,238 $76K
Richardson Financial Services Inc. 0.04% Reduce -4.8% 1,127 $69K
Game Plan Financial Advisors, LLC 0.01% New 277 $17K

"% of holder's portfolio" is PRILX's weight in each manager's 13F, not the share of Parnassus Core Equity-Inst the manager owns.