Parnassus Core Equity-InstPRILX
13F holders, Q4 2024 (December 31)4holders
0new positions
0sold out
$59.75avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding Parnassus Core Equity-Inst (PRILX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($1.4M), Richardson Financial Services Inc. ($70K) and Coston, McIsaac & Partners ($62K).
- Company
- Parnassus Core Equity-Inst
- CUSIP
- 701769408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 1,030 shares bought and 992 shares sold, net +38 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fulton Bank, N.A. | 0.06% | Add +4.0% | 23,968 | $1.4M |
| Richardson Financial Services Inc. | 0.05% | Reduce -45.7% | 1,179 | $70K |
| Coston, McIsaac & Partners | 0.02% | Add +9.4% | 1,038 | $62K |
| Tucker Asset Management LLC | 0.00% | Add +9.3% | 307 | $18K |
"% of holder's portfolio" is PRILX's weight in each manager's 13F, not the share of Parnassus Core Equity-Inst the manager owns.