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Parnassus Income Fds shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Parnassus Income Fds (PRCS) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Parnassus Income Fds

Tip: Access up to 7 years of quarterly data

All positions including Parnassus Income Fds held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Parnassus Income Fds by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $288k 11k 25.29

More positions owned by Modern Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPTM)
Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPYM)
Victory Portfolios Ii Shares Free Cash (VFLO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Modern Wealth Management

Top funds holding Parnassus Income Fds

Commonwealth Equity Services
Brown Brothers Harriman & Co.
Cambridge Investment Research Advisors
HPM Partners
Allegheny Financial Group
Financial Insights
HighTower Advisors
Raymond James Financial
Gts Securities
Mutual Advisors
Steward Partners Investment Advisory
First Manhattan
Envestnet Asset Management
Mml Investors Services
Ethic

View all funds holding Parnassus Income Fds