DOSSIER · 13F Holders · Q2 2026
PARWX

PARNASSUS VALUE EQUITY INVESTOR

3 institutions still hold PARNASSUS VALUE EQUITY INVESTOR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 701765869·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$50K
visible holders
Holders
3
filers reporting
Concentration
46.55%
Financial Gravity Companies, Inc. #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported PARWX in Q2 2026. Financial Gravity Companies, Inc. leads at 46.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Financial Gravity Companies, Inc.
CIK 0001377167
$23K3590.00%Q2 2026
02
Financial Gravity Asset Management, Inc.
CIK 0001741736
$20K3590.00%Q1 2026
03
McIlrath & Eck, LLC
CIK 0001701714
$7K1270.00%Q1 2026