Focus Partners Wealth’s Parnassus Value Select ETF PRVS Stock Holding History

Focus Partners Wealth’s Portfolio PRVS Stock Details PRVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.16M	Buy	96,051 +190	+0.2%	+$5.8K	﹤0.01%	1153
2026 Q1	$2.64M	Buy	95,861 +61,207	+177%	+$1.76M	﹤0.01%	1191
2025 Q4	$971K	Buy	+34,654	New	+$951K	﹤0.01%	1645

Other funds holding PRVS

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

Quattro Advisors Pittsburgh, Pennsylvania $150M AUM

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Sankala Group Lyons, Colorado $150M AUM

Milestone Investment Advisors Middleton, Wisconsin $463M AUM 17.71% 1-Year Est. Return

Focus Partners Wealth's PRVS Position: Q2 2026 in Review

Focus Partners Wealth increased its Parnassus Value Select ETF (PRVS) stake by 0.2% in Q2 2026, buying an estimated $5.8K and bringing the position to 96,051 shares worth $3.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Focus Partners Wealth first reported a position in PRVS in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold PRVS as of Q2 2026.

Focus Partners Wealth held 96,051 shares of Parnassus Value Select ETF worth $3.16M as of Q2 2026.
Focus Partners Wealth bought 190 Parnassus Value Select ETF shares in Q2 2026, an estimated $5.8K.
Parnassus Value Select ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1153 holding.
Focus Partners Wealth first reported a position in Parnassus Value Select ETF in Q4 2025 and has held it in 3 quarters since.
15 funds tracked by Wall St. Rank held Parnassus Value Select ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.