Parnassus Core Equity-InstPRILX
13F holders, Q4 2025 (December 31)5holders +2
1new positions
0sold out
$56.72avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding Parnassus Core Equity-Inst (PRILX) in their 13F filings, up 2 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($1.5M), Richardson Financial Services Inc. ($85K) and Coston, McIsaac & Partners ($69K).
- Company
- Parnassus Core Equity-Inst
- CUSIP
- 701769408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $40K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 4,002 shares bought, net +4,002 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Fulton Bank, N.A. | 0.05% | Add +12.3% | 26,497 | $1.5M |
| Richardson Financial Services Inc. | 0.03% | Add +17.8% | 1,183 | $85K |
| Coston, McIsaac & Partners | 0.02% | Add +18.7% | 1,236 | $69K |
| Garton & Associates Financial Advisors LLC | 0.03% | — | 1,005 | $56K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 720 | $40K |
"% of holder's portfolio" is PRILX's weight in each manager's 13F, not the share of Parnassus Core Equity-Inst the manager owns.