DOSSIER · 13F Holders · Q3 2026
PFPMX

Parnassus Fund Mid Cap Inst

2 institutions still hold Parnassus Fund Mid Cap Inst as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 701765505·2 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$109K
visible holders
Holders
2
filers reporting
Concentration
70.76%
Coston, McIsaac & Partners #1
top holder share
AI Holders Summary · Q3 2026

2 institutions reported PFPMX in Q3 2026. Coston, McIsaac & Partners leads at 70.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Coston, McIsaac & Partners
CIK 0001945037
$77K2K0.02%Q3 2026
02
RICHARDSON FINANCIAL SERVICES INC.
CIK 0002012303
$32K8170.02%Q3 2026