Aprio Wealth Management’s Parnassus Core Select ETF PRCS Stock Holding History

Aprio Wealth Management’s Portfolio PRCS Stock Details PRCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$297K	Buy	+10,373	New	+$299K	0.01%	523

Other funds holding PRCS

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return

Financial Insights Tacoma, Washington $394M AUM 16.93% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Asset One Wealth Management Bellevue, Washington $1.17B AUM 22.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aprio Wealth Management's PRCS Position: Q3 2026 in Review

Aprio Wealth Management opened a new position in Parnassus Core Select ETF (PRCS) in Q3 2026: 10,373 shares worth $297K. The stake represents 0.01% of the portfolio and ranks #523 among its holdings.

14 funds tracked by Wall St. Rank hold PRCS as of Q3 2026.

Aprio Wealth Management held 10,373 shares of Parnassus Core Select ETF worth $297K as of Q3 2026.
Parnassus Core Select ETF was a new Aprio Wealth Management position in Q3 2026.
Parnassus Core Select ETF made up 0.01% of Aprio Wealth Management's portfolio in Q3 2026, its #523 holding.
14 funds tracked by Wall St. Rank held Parnassus Core Select ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.