13F Insight
DOSSIER · 13F Holders · Q2 2026
PRVS

PARNASSUS INCOME FDS

16 institutions still hold PARNASSUS INCOME FDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 701769606·16 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$12M
visible holders
Holders
16
filers reporting
Concentration
26.55%
Focus Partners Wealth #1
top holder share
AI Holders Summary · Q2 2026

16 institutions reported PRVS in Q2 2026. Focus Partners Wealth leads at 26.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Focus Partners Wealth
CIK 0001542153
$3M96K0.00%Q2 202602
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M94K0.00%Q2 202603
Quattro Advisors LLC
CIK 0002111158
$2M65K1.42%Q2 202604
GTS SECURITIES LLC
CIK 0001452765· Market maker
$738K22K0.02%Q2 202605
HILL ISLAND FINANCIAL LLC
CIK 0001909798
$666K20K0.14%Q2 202606
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$503K15K0.00%Q2 202607
Vise Technologies, Inc.
CIK 0001812090
$430K13K0.00%Q2 202608
Ethic Inc.
CIK 0001780570
$376K11K0.00%Q2 202609
PFG Investments, LLC
CIK 0001973224
$366K11K0.01%Q2 202610
Sankala Group LLC
CIK 0002113426
$126K4K0.08%Q2 202611
Milestone Investment Advisors LLC
CIK 0001967018
$125K4K0.03%Q2 202612
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$70K2K0.00%Q2 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$70K2K0.00%Q2 202614
BlackRock, Inc.
CIK 0002012383
$22K6670.00%Q2 202615
TRUST CO OF VERMONT
CIK 0001134008
$12K3600.00%Q2 202616
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025