PARWXPARNASSUS VALUE EQUITY FUND INVESTOR CLASS
CUSIP 701765869 · Yahoo Finance ↗ · Google Finance ↗
Parnassus Value Equity Fund Investor Class (PARWX) has 2 institutional holders in Filings Flow’s 13F database, together reporting 486 shares worth $26,608 as of Q1 2026. The largest reported holders are Financial Gravity Asset Management, Inc., Financial Gravity Companies, Inc., and Mcilrath & Eck, LLC.
Institutional Holders
2
Q1 2026
Reported Value
$26,608
Ticker
PARWX
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $19,658 | 359 | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 0.00% | $17,634 | 320 | Q2 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $6,950 | 127 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.