CUSIP 701765406
PARNASSUS VALUE EQUITY INSTITUTIONAL
4 institutions · $667.8K total · 12,337 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Garton & Associates Financial Advisors LLC | 6,180 | $344.9K | 50.09% | 2025-12-31 |
| 2 | Alpine Bank Wealth Management | 3,312 | $191.0K | 26.84% | 2024-09-30 |
| 3 | Register Financial Advisors LLC | 2,501 | $113.4K | 20.27% | 2023-03-31 |
| 4 | Core Alternative Capital | 344 | $18.5K | 2.78% | 2024-06-30 |