CUSIP 701769606
PARNASSUS INCOME FDS
16 institutions · $6.6M total · 239,571 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Kovitz Investment Group Partners, LLC | 95,761 | $2.5M | 39.97% | 2025-09-30 |
| 2 | Focus Partners Wealth | 34,654 | $970.6K | 14.46% | 2025-12-31 |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 32,145 | $938.3K | 13.41% | 2025-12-31 |
| 4 | GTS SECURITIES LLC | 18,263 | $454.2K | 7.62% | 2025-06-30 |
| 5 | HILL ISLAND FINANCIAL LLC | 14,910 | $417.6K | 6.22% | 2025-12-31 |
| 6 | Ethic Inc. | 12,110 | $339.2K | 5.05% | 2025-12-31 |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 10,886 | $304.9K | 4.54% | 2025-12-31 |
| 8 | Vise Technologies, Inc. | 8,688 | $243.3K | 3.62% | 2025-12-31 |
| 9 | JPMORGAN CHASE & CO | 3,463 | $97.0K | 1.44% | 2025-12-31 |
| 10 | Quattro Advisors LLC | 3,181 | $89.1K | 1.32% | 2025-12-31 |
| 11 | HARBOUR INVESTMENTS, INC. | 2,126 | $59.5K | 0.88% | 2025-12-31 |
| 12 | BlackRock, Inc. | 1,149 | $32.2K | 0.47% | 2025-12-31 |
| 13 | GLENMEDE TRUST CO NA | 1,000 | $28.0K | 0.41% | 2025-12-31 |
| 14 | Glenmede Investment Management, LP | 1,000 | $24.9K | 0.41% | 2025-06-30 |
| 15 | ADVISOR GROUP HOLDINGS, INC. | 235 | $6.6K | 0.09% | 2025-12-31 |
| 16 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |