PARNASSUS INCOME FDS - CORE EQTY FD IN

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / CORE EQTY FD IN
Total 13F shares
22,631
Share change
-4,854
Total reported value
$1,447,029
Price per share
$63.96
Number of holders
3
Value change
-$302,753
Number of buys
1
Number of sells
4

Institutional Holders of PARNASSUS INCOME FDS - CORE EQTY FD IN as of Q2 2025

As of 30 Jun 2025 PARNASSUS INCOME FDS - CORE EQTY FD IN had 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions held a total of 22,631 shares of stock of the company.
Largest 3 holders included Fulton Bank, N.A., RICHARDSON FINANCIAL SERVICES INC., and Coston, McIsaac & Partners.
This table shows 3 institutional shareholders of the security as of 30 Jun 2025.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.