DOSSIER · 13F Holders · Q1 2026
PRBLX

PARNASSUS CORE EQUITY INVESTOR

5 institutions still hold PARNASSUS CORE EQUITY INVESTOR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 701769101·5 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$16M
visible holders
Holders
5
filers reporting
Concentration
92.25%
Fairfield Financial Advisors, LTD #1
top holder share
AI Holders Summary · Q1 2026

5 institutions reported PRBLX in Q1 2026. Fairfield Financial Advisors, LTD leads at 92.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Fairfield Financial Advisors, LTD
CIK 0002033232
$15M286K5.17%Q1 2026
02
FIRST MERCHANTS CORP
CIK 0000712534
$823K13K0.03%Q2 2026
03
Coston, McIsaac & Partners
CIK 0001945037
$236K4K0.05%Q4 2025
04
McIlrath & Eck, LLC
CIK 0001701714
$198K4K0.01%Q1 2026
05
Oakworth Capital, Inc.
CIK 0001588871
$5K900.00%Q2 2026