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

Modern 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 Q1	$288K	Buy	+11,384	New	+$303K	﹤0.01%	728

Other funds holding PRCS

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $742M AUM 14.57% 1-Year Est. Return

Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Modern Wealth Management's PRCS Position: Q1 2026 in Review

Modern Wealth Management opened a new position in Parnassus Core Select ETF (PRCS) in Q1 2026: 11,384 shares worth $288K. The stake represents ﹤0.01% of the portfolio and ranks #728 among its holdings.

24 funds tracked by Wall St. Rank hold PRCS as of Q1 2026.

Modern Wealth Management held 11,384 shares of Parnassus Core Select ETF worth $288K as of Q1 2026.
Parnassus Core Select ETF was a new Modern Wealth Management position in Q1 2026.
Parnassus Core Select ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #728 holding.
24 funds tracked by Wall St. Rank held Parnassus Core Select ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.