Parnassus Core Equity-inv
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 5 superinvestors own shares of Parnassus Core Equity-inv (PRBLX), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Parnassus Core Equity-inv (PRBLX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Parnassus Core Equity-inv (PRBLX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Parnassus Core Equity-inv (PRBLX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Jane King@Fairfield Financial Advisors, Ltd
| 5.18% | $15.018M 286,329 shares@ 52.45 avg price | Decreased -3.36% |
Heather Roche@First Merchants Corp
| 0.03% | $704,364 13,430 shares@ 52.45 avg price | Increased 10.29% |
Chester Gary Lloyd@Coston, Mcisaac & Partners
| 0.05% | $221,000 4,226 shares@ 52.3 avg price | |
Thor H. McIlrath@Mcilrath & Eck, Llc
| 0.02% | $198,196 3,779 shares@ 52.45 avg price | New Position |
COLBY BARNETT@Oakworth Capital, Inc.
| 0.01% | $4,740 90 shares@ 52.67 avg price |
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