Who owns Parnassus Equity Income Fund?
- Ticker: PRBLX
- CUSIP Number: 701769101
Tip: Access positions for across all investors
Analyze quarterly positions in Parnassus Equity Income Fund with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Parnassus Equity Income Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Fairfield Financial Advisors | 286k | $15M | -3% | Mar 2026 |
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| First Merchants Bank, National Association | 13k | $704k | 10% | Mar 2026 |
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| Coston, McIsaac & Partners | 4.2k | $221k | 0% | Mar 2026 |
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| McIlrath & Eck | 3.8k | $198k | 100% | Mar 2026 |
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| Oakworth Capital | 90.00 | $4.7k | 0% | Mar 2026 |
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Who sold out of Parnassus Equity Income Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ferguson Wellman Capital Management | Dec 2025 | 18k | $986k |
| Garton & Associates Financial Advisors | Dec 2025 | 90.00 | $5.1k |