CUSIP 701769101
PARNASSUS CORE EQUITY INVESTOR
14 institutions · $19.4M total · 362,712 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Fairfield Financial Advisors, LTD | 296,305 | $16.6M | 81.69% | 2025-12-31 |
| 2 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 17,633 | $985.7K | 4.86% | 2025-12-31 |
| 3 | Alan B. Lancz & Associates, Inc. | 15,566 | $763.7K | 4.29% | 2023-03-31 |
| 4 | FIRST MERCHANTS CORP | 12,177 | $680.7K | 3.35% | 2025-12-31 |
| 5 | Eagle Bay Advisors LLC | 1,685 | $109.6K | 0.46% | 2024-09-30 |
| 6 | Hurley Capital, LLC | 1,638 | $107.2K | 0.45% | 2025-09-30 |
| 7 | Strategic Investment Solutions, Inc. /IL | 1,155 | $64.7K | 0.31% | 2023-12-31 |
| 8 | ORG Wealth Partners, LLC | 1,082 | $63.2K | 0.29% | 2025-03-31 |
| 9 | ORG Partners LLC | 1,011 | $62.2K | 0.27% | 2024-06-30 |
| 10 | Garton & Associates Financial Advisors LLC | 90 | $5.1K | 0.02% | 2025-12-31 |
| 11 | Oakworth Capital, Inc. | 90 | $5.1K | 0.02% | 2025-12-31 |
| 12 | TUCKER ASSET MANAGEMENT LLC | 63 | $3.7K | 0.01% | 2024-12-31 |
| 13 | GOFEN & GLOSSBERG LLC /IL/ | 9,991 | $469 | 2.75% | 2023-03-31 |
| 14 | Coston, McIsaac & Partners | 4,226 | $236 | 1.16% | 2025-12-31 |