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Parnassus Value Equity Institutional
Q4 2025 vs Q1 2026
Comparing institutional holders between quarters
Quarters
Q1 2026
Q4 2025
Q3 2024
Q2 2024
Q4 2023
All
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
0
Increased
1
Decreased
0
Unchanged
0
No Data
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Q1 2026 shares — high to low
Q1 2026 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q1 2026 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Garton & Associates Financial Advisors LLC
DECREASED
Shares
5,967
from 6,767
Change
-800
(-12%)
Value
$328.0K
(-$49.6K)
Filed 2026-05-11
Institution
Status
Q1 2026 ↓
Q4 2025
Change
% Change
Q4 2025 Value
Q1 2026 Value
Value Change
Filed
Garton & Associates Financial Advisors LLC
DECREASED
5,967
6,767
-800
-12%
$377.6K
$328.0K
-$49.6K
2026-05-11
Showing 1 of 1 institutions