PARNASSUS FUNDS II - PRVS

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025

13D/13G major owners: Ownership tab.

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
Focus Partners Wealth	History	Added to	95,861	2,640	0.0%	0.0%	1	+61,207	176.62%	Q1 2026	May 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	Added to	77,520	2,135	0.0%	0.0%	2	+66,634	612.11%	Q1 2026	Apr 27, 2026
Quattro Advisors LLC	History	Added to	34,051	937	0.81%	0.07%	3	+30,870	970.45%	Q1 2026	May 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	Reduced	28,116	786	0.0%	0.0%	4	-4,029	-12.53%	Q1 2026	Apr 08, 2026
HILL ISLAND FINANCIAL LLC	History	Added to	15,356	422	0.1%	0.1%	5	+446	2.99%	Q1 2026	May 13, 2026
Ethic Inc.	History	Reduced	11,439	315	0.0%	0.01%	6	-671	-5.54%	Q1 2026	Apr 27, 2026
Vise Technologies, Inc.	History	No change	8,688	243	0.0%	0.0%	7	0	0.0%	Q1 2026	Apr 21, 2026
Sankala Group LLC	History	Added to	3,592	97	0.08%	0.04%	8	+1,913	113.94%	Q1 2026	Mar 31, 2026
JPMORGAN CHASE & CO	History	No change	3,463	93	0.0%	0.0%	9	0	0.0%	Q1 2026	May 13, 2026
HARBOUR INVESTMENTS, INC.	History	No change	2,126	58	0.0%	0.0%	10	0	0.0%	Q1 2026	May 15, 2026
BlackRock, Inc.	History	Added to	1,544	42	0.0%	0.0%	11	+395	34.38%	Q1 2026	May 13, 2026
GLENMEDE TRUST CO NA	History	No change	1,000	28	0.0%	0.0%	12	0	0.0%	Q4 2025	Feb 17, 2026
OSAIC HOLDINGS, INC.	History	Added to	790	21	0.0%	0.0%	13	+555	236.17%	Q1 2026	May 15, 2026