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Parnassus Income Fds shares owned by Milestone Investment Advisors

Quarter-by-quarter ownership of Parnassus Income Fds (PRVS) shares owned by Milestone Investment Advisors from 13F filings

Historical chart of Milestone Investment Advisors investment in Parnassus Income Fds

Tip: Access up to 7 years of quarterly data

All positions including Parnassus Income Fds held by Milestone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Parnassus Income Fds by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $125k 3.8k 32.87

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust High Divid Etf (FDVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Fundamental Us L (FNDX)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Milestone Investment Advisors

Top funds holding Parnassus Income Fds

Colony
Commonwealth Equity Services
Gts Securities
Hill Island Financial
Wealth Enhancement Advisory Services
Vise Technologies
Ethic
PFG Investments
Milestone Investment Advisors
Sankala Group
Harbour Investments
Advisor Group Holdings
BlackRock
Trust Co Of Vermont

View all funds holding Parnassus Income Fds