13F Insight
DOSSIER · 13F Holders · Q3 2026
PRVS

PARNASSUS INCOME FDS

15 institutions still hold PARNASSUS INCOME FDS as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 701769606·15 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$11M
visible holders
Holders
15
filers reporting
Concentration
31.55%
COMMONWEALTH EQUITY SERVICES, LLC #1
top holder share
AI Holders Summary · Q3 2026

15 institutions reported PRVS in Q3 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 31.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M112K0.00%Q3 202602
Focus Partners Wealth
CIK 0001542153
$3M98K0.00%Q3 202603
Quattro Advisors LLC
CIK 0002111158
$2M65K1.42%Q2 202604
GTS SECURITIES LLC
CIK 0001452765· Market maker
$738K22K0.02%Q2 202605
PFG Investments, LLC
CIK 0001973224
$474K15K0.02%Q3 202606
HILL ISLAND FINANCIAL LLC
CIK 0001909798
$443K14K0.09%Q3 202607
Ethic Inc.
CIK 0001780570
$359K11K0.00%Q3 202608
Milestone Investment Advisors LLC
CIK 0001967018
$160K5K0.03%Q3 202609
Sankala Group LLC
CIK 0002113426
$123K4K0.08%Q3 202610
Birchwood Financial Partners, Inc.
CIK 0002110062
$76K2K0.06%Q3 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$69K2K0.00%Q3 202612
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$69K2K0.00%Q3 202613
BlackRock, Inc.
CIK 0002012383
$22K6670.00%Q2 202614
TRUST CO OF VERMONT
CIK 0001134008
$21K6650.00%Q3 202615
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025