DOSSIER · 13F Holders · Q4 2025
PFPMX

Parnassus Fund Mid Cap Inst

2 institutions still hold Parnassus Fund Mid Cap Inst as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 701765505·2 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$120K
visible holders
Holders
2
filers reporting
Concentration
63.44%
Coston, McIsaac & Partners #1
top holder share
AI Holders Summary · Q4 2025

2 institutions reported PFPMX in Q4 2025. Coston, McIsaac & Partners leads at 63.4% 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
$76K2K0.02%Q4 2025
02
RICHARDSON FINANCIAL SERVICES INC.
CIK 0002012303
$44K1K0.02%Q2 2026