Parnassus Core Equity-InstPRILX
13F holders, Q1 2024 (March 31)4holders
$60.71avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding Parnassus Core Equity-Inst (PRILX) in their 13F filings. The largest holders were Fulton Bank, N.A. ($2.0M), Richardson Financial Services Inc. ($67K) and Coston, McIsaac & Partners ($57K).
- Company
- Parnassus Core Equity-Inst
- CUSIP
- 701769408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $67K |
| Exits | 2 | $247K |
Ownership 4 holders
| Fulton Bank, N.A. | 0.08% | Add +0.3% | 33,469 | $2.0M |
| Richardson Financial Services Inc. | 0.05% | New | 1,098 | $67K |
| Coston, McIsaac & Partners | 0.02% | Add +0.2% | 947 | $57K |
| Tucker Asset Management LLC | 0.00% | No change | 280 | $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.