Parnassus Core Equity-InstPRILX
13F holders, Q1 2025 (March 31)5holders +1
1new positions
1sold out
$58.24avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding Parnassus Core Equity-Inst (PRILX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($1.4M), Richardson Financial Services Inc. ($67K) and Coston, McIsaac & Partners ($60K).
- Company
- Parnassus Core Equity-Inst
- CUSIP
- 701769408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $56K |
| Exits | 1 | $18K |
All 13F filers, Q4 2024 → Q1 2025: 956 shares bought and 360 shares sold, net +596 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Fulton Bank, N.A. | 0.06% | Reduce -0.1% | 23,936 | $1.4M |
| Richardson Financial Services Inc. | 0.05% | Reduce -1.8% | 1,158 | $67K |
| Coston, McIsaac & Partners | 0.02% | Add +0.1% | 1,039 | $60K |
| Trivant Custom Portfolio Group, LLC | 0.03% | New | 955 | $56K |
| eCIO, Inc. | 0.01% | — | 397 | $23K |
"% of holder's portfolio" is PRILX's weight in each manager's 13F, not the share of Parnassus Core Equity-Inst the manager owns.