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Parnassus Core Equity Institutional

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Fulton Bank, N.A.
DECREASED
Shares21,429 from 22,036
Change-607 (-3%)
Value$1.3M (-$44.0K)
Filed 2026-10-14
Coston, McIsaac & Partners
INCREASED
Shares1,239 from 1,238
Change+1 (+0%)
Value$75.8K (+$75.8K)
Filed 2026-11-06
Richardson Financial Services Inc.
INCREASED
Shares1,159 from 1,127
Change+32 (+3%)
Value$70.9K (+$1.6K)
Filed 2026-10-30
Game Plan Financial Advisors, LLC
N/A
Shares— from 277
Change-277 (-100%)
Value—
Status
Fulton Bank, N.A.
DECREASED21,42922,036-607-3%$1.4M$1.3M-$44.0K2026-10-14
Coston, McIsaac & Partners
INCREASED1,2391,238+1+0%$76$75.8K+$75.8K2026-11-06
Richardson Financial Services Inc.
INCREASED1,1591,127+32+3%$69.4K$70.9K+$1.6K2026-10-30
Game Plan Financial Advisors, LLC
N/A—277-277-100%$17.0K———
Showing 4 of 4 institutions