Parnassus Core Equity-InstPRILX
13F holders, Q2 2024 (June 30)4holders
0new positions
0sold out
$61.79avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Parnassus Core Equity-Inst (PRILX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($1.6M), Richardson Financial Services Inc. ($68K) and Coston, McIsaac & Partners ($58K).
- Company
- Parnassus Core Equity-Inst
- CUSIP
- 701769408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 7,260 shares sold, net −7,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fulton Bank, N.A. | 0.07% | Reduce -21.7% | 26,213 | $1.6M |
| Richardson Financial Services Inc. | 0.05% | Reduce -0.4% | 1,094 | $68K |
| Coston, McIsaac & Partners | 0.02% | No change | 947 | $58K |
| 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.