PARNASSUS FUNDS II - PRILX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | History | Added to | 26,497 | 1,487 | 0.05% | 0.05% | 1 | +2,908 | 12.33% | Q4 2025 | Jan 08, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 1,183 | 84 | 0.03% | 0.04% | 2 | +179 | 17.83% | Q4 2025 | Jan 22, 2026 |
| Coston, McIsaac & Partners | History | Added to | 1,236 | 69 | 0.02% | 0.02% | 3 | +195 | 18.73% | Q4 2025 | Feb 03, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 1,005 | 56 | 0.03% | — | 4 | +1,005 | New | Q4 2025 | Feb 18, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | New | 720 | 40 | 0.0% | — | 5 | +720 | New | Q4 2025 | Jan 23, 2026 |