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Parnassus Equity Income Fund shares owned by ORG Partners

Quarter-by-quarter ownership of Parnassus Equity Income Fund (PRBLX) shares owned by ORG Partners from 13F filings

Historical chart of ORG Partners investment in Parnassus Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Parnassus Equity Income Fund held by ORG Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Parnassus Equity Income Fund by ORG Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $302k 4.9k 61.54
2023-09-30 $305k 5.8k 52.39

More positions owned by ORG Partners

Vox Royalty Corp Registered Shs Isin#ca92919f1036 Stock (VOXR)
Ishares Tr Core Total Usd Bd Mkt Etf Stock (IUSB)
Vanguard Index Fds S&p 500 Etf Stock (VOO)
Aptus Collared Inv Uit Exchange Traded (ACIO)
Aptus Defined Risk Etf Uit Exchange Traded (DRSK)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Vanguard Intl Fd Ftse Developed Mkts Etf Stock (VEA)
Ishares Core S&p 500 Uit Exchange Traded (IVV)
1/100 Berkshire Htwy A Common Stock
Apple Stock (AAPL)
Aptus Drawdown Managed Uit Exchange Traded (ADME)
Aptus Enhanced Yield Uit Exchange Traded (JUCY)
Gldmn Sch Eql Wght Us Uit Exchange Traded (GSEW)
Nvidia Corp Stock (NVDA)
Ishares Tr Ishares 0-3 Mnth Treas Bd Etf Stock (SGOV)

View all positions for ORG Partners

Top funds holding Parnassus Equity Income Fund

Fairfield Financial Advisors
First Merchants Bank, National Association
ORG Partners
Coston, McIsaac & Partners

View all funds holding Parnassus Equity Income Fund