DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
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
2.7%
vs prior quarter
13F value held
$16M
75.0% inst. owned
of float
Holders
5
+37 QoQ
filers reporting
Activity
+95 / −6
+791 added · −717 reduced
this quarter
Concentration
94.30%
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 94.3% of the visible book. +37 net new institutions vs prior quarter — accumulation reading.

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
$704,36413K0.03%Q1 2026
03
McIlrath & Eck, LLC
CIK 0001701714
$198,1964K0.01%Q1 2026
04
Oakworth Capital, Inc.
CIK 0001588871
$4,740900.00%Q1 2026
05
Coston, McIsaac & Partners
CIK 0001945037
$2364K0.05%Q4 2025