PARNASSUS INCOME FDS
CUSIP 701769606
Parnassus Income Fds has 13 institutional holders in Filings Flow’s 13F database, together reporting 283.5K shares worth $8M as of Q1 2026. The largest reported holders are Focus Partners Wealth, Northcoast Asset Management LLC, and Commonwealth Equity Services, LLC.
Institutional Holders
13
Q1 2026
Reported Value
$8M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Quattro Advisors LLC$115M AUM | 0.81% | $937,881 | 34.1K | Q1 2026 |
| HILL ISLAND FINANCIAL LLC$412M AUM | 0.10% | $422,941 | 15.4K | Q1 2026 |
| Sankala Group LLC$122M AUM | 0.08% | $97,882 | 3.6K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $454,183 | 18.3K | Q2 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $3M | 95.8K | Q3 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.00% | $315,067 | 11.4K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $243,333 | 8.7K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 77.5K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $3M | 95.9K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $786,120 | 28.1K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $58,557 | 2.1K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $27,543 | 1.0K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $24,869 | 1.0K | Q2 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $21,755 | 790 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $93,013 | 3.5K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $42,513 | 1.5K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.