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Parnassus Mid Cap Fund shares owned by Richardson Financial Services

Quarter-by-quarter ownership of Parnassus Mid Cap Fund (PFPMX) shares owned by Richardson Financial Services from 13F filings

Historical chart of Richardson Financial Services investment in Parnassus Mid Cap Fund

Tip: Access up to 7 years of quarterly data

All positions including Parnassus Mid Cap Fund held by Richardson Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Parnassus Mid Cap Fund by Richardson Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $39k 973 40.49

More positions owned by Richardson Financial Services

SPDR S&P 500 Etf - Equity (SPLG)
Vanguard Value ETF Exchange Traded Fund (VTV)
Vanguard Growth ETF Exchange Traded Fund (VUG)
Apple Common Stock (AAPL)
Amazon.com Common Stock (AMZN)
Spdr S&p Developed World Ex-us Etf - Equity (SPDW)
Spdr Portfolio Emerging Markets Etf - Equity (SPEM)
Ishares High Yield Corp Etf - Fixed Income (HYG)
Vanguard S&p 500 Etf - Equity (VOO)
Microsoft Corp Common Stock (MSFT)
Vanguard Ftse Developed Markets Etf - Equity (VEA)
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)
NVIDIA Corp Common Stock (NVDA)
Vanguard Small Cap Growth Etf Etf - Equity (VBK)
iShares Core MSCI Europe ETF Exchange Traded Fund (IEUR)

View all positions for Richardson Financial Services

Top funds holding Parnassus Mid Cap Fund

Wintrust Financial Corporation
Coston, McIsaac & Partners
Richardson Financial Services
Financial Gravity Wealth
Tucker Asset Management

View all funds holding Parnassus Mid Cap Fund