CUSIP 701769408
Parnassus Core Equity Institutional
14 institutions · $2.5M total · 60,344 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | 26,497 | $1.5M | 43.90% | 2025-12-31 |
| 2 | Register Financial Advisors LLC | 6,279 | $295.3K | 10.40% | 2023-03-31 |
| 3 | Williams Jones Wealth Management, LLC. | 5,048 | $255.0K | 8.36% | 2023-06-30 |
| 4 | NORTHSTAR ASSET MANAGEMENT LLC | 5,213 | $245.1K | 8.63% | 2023-03-31 |
| 5 | Trivant Custom Portfolio Group, LLC | 955 | $55.6K | 1.58% | 2025-03-31 |
| 6 | Garton & Associates Financial Advisors LLC | 960 | $53.9K | 1.59% | 2025-12-31 |
| 7 | RICHARDSON FINANCIAL SERVICES INC. | 98 | $52.2K | 0.16% | 2025-12-31 |
| 8 | Steigerwald, Gordon & Koch Inc. | 720 | $40.4K | 1.19% | 2025-12-31 |
| 9 | eCIO, Inc. | 397 | $23.1K | 0.65% | 2025-06-30 |
| 10 | ORG Partners LLC | 365 | $19.1K | 0.60% | 2023-12-31 |
| 11 | TUCKER ASSET MANAGEMENT LLC | 307 | $18.4K | 0.50% | 2024-12-31 |
| 12 | GOFEN & GLOSSBERG LLC /IL/ | 12,177 | $573 | 20.17% | 2023-03-31 |
| 13 | Coston, McIsaac & Partners | 1,236 | $69 | 2.04% | 2025-12-31 |
| 14 | RE Dickinson Investment Advisors, LLC | 92 | $5 | 0.15% | 2023-09-30 |