4 institutions reported holding $1.5M of Parnassus Core Equity Institutional (PRILX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fulton Bank, N.A. ($1.4M), Coston, McIsaac & Partners ($76,000), RICHARDSON FINANCIAL SERVICES INC. ($69,352), Game Plan Financial Advisors, LLC ($17,036). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | $1.4M | 22,036 | Trimmed |
| 2 | Coston, McIsaac & Partners | $76,000 | 1,238 | Added |
| 3 | RICHARDSON FINANCIAL SERVICES INC. | $69,352 | 1,127 | Trimmed |
| 4 | Game Plan Financial Advisors, LLC | $17,036 | 277 | New |
Source: SEC Form 13F filings · as of 2026-06-30