PARNASSUS VALUE EQUITY INVESTOR

PARWX

Institutions

Combined AUM (Q2 2026)

$19,646

Combined Shares (Q2 2026)

359

Overall Trend

Decrease

All institutions combined

📥 Inflow (Q1 2026→Q2 2026)

+359

1 · 1 New Buys · ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-486

2 · 2 Exit · ≈ —

⚖️ Net

-127

—

Net Sell

💰 Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$19,646

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Ownership Trend	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Financial Gravity Companies, Inc.		<0.01%	—	#1	$19,646	359	$0	0	+359	New Buy

🧭 Institutional Sector Flow Heatmap

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Net Outflow Net Inflow