PARNASSUS INCOME FDS (PRVS)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 13 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders13of 5,944

Avg: 68

Uncrowded72th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.5x

41th percentile

7 buying2 selling

+0

New

-0

Closed

+157K

Net shares

Ownership Concentration

Top 5: 88.5%Top 10: 98.8%

Focus Partners Wealth33.8%

COMMONWEALTH EQUITY SERVICES,27.3%

Quattro Advisors12.0%

WEALTH ENHANCEMENT ADVISORY SERVICES,9.9%

HILL ISLAND FINANCIAL5.4%

Others (8)11.5%

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Institutional Trends (6 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.10%Max: 0.81%High conviction (>1%): 0

Focus Partners Wealth

COMMONWEALTH EQUITY SERVICES,

Quattro Advisors

WEALTH ENHANCEMENT ADVISORY SERVICES,

HILL ISLAND FINANCIAL

Crowding AnalysisModerate

Holders13of 5,944

Avg: 68

Uncrowded72th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.5x

41th percentile

7 buying2 selling

+0

New

-0

Closed

+157K

Net shares

Ownership Concentration

Top 5: 88.5%Top 10: 98.8%

Focus Partners Wealth33.8%

COMMONWEALTH EQUITY SERVICES,27.3%

Quattro Advisors12.0%

WEALTH ENHANCEMENT ADVISORY SERVICES,9.9%

HILL ISLAND FINANCIAL5.4%

Others (8)11.5%

Crowding AnalysisModerate

Holders13of 5,944

Avg: 68

Uncrowded72th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.5x

41th percentile

7 buying2 selling

+0

New

-0

Closed

+157K

Net shares

Ownership Concentration

Top 5: 88.5%Top 10: 98.8%

Focus Partners Wealth33.8%

COMMONWEALTH EQUITY SERVICES,27.3%

Quattro Advisors12.0%

WEALTH ENHANCEMENT ADVISORY SERVICES,9.9%

HILL ISLAND FINANCIAL5.4%

Others (8)11.5%

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Ownership Map

Top 13 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 13 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position