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 | Reduced | 22,036 | 1,355 | 0.04% | 0.05% | 1 | -5,605 | -20.28% | Q2 2026 | Jul 09, 2026 |
| Coston, McIsaac & Partners | History | Added to | 1,238 | 76 | 0.02% | 0.01% | 2 | +1 | 0.08% | Q2 2026 | Aug 12, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 1,127 | 69 | 0.04% | 0.04% | 3 | -57 | -4.81% | Q2 2026 | Aug 10, 2026 |
| Game Plan Financial Advisors, LLC | History | New | 277 | 17 | 0.01% | — | 4 | +277 | New | Q2 2026 | Aug 07, 2026 |