MWM
PRCS

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
Q2 		$382K Buy
13,261
+1,877
+16% +$51.4K ﹤0.01% 795
2026
Q1 		$288K Buy
+11,384
New +$303K ﹤0.01% 728

Other funds holding PRCS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $380M AUM 22.53% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Modern Wealth Management's PRCS Position: Q2 2026 in Review

Modern Wealth Management increased its Parnassus Core Select ETF (PRCS) stake by 16% in Q2 2026, buying an estimated $51.4K and bringing the position to 13,261 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Modern Wealth Management first reported a position in PRCS in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold PRCS as of Q2 2026.

  • Modern Wealth Management held 13,261 shares of Parnassus Core Select ETF worth $382K as of Q2 2026.
  • Modern Wealth Management bought 1,877 Parnassus Core Select ETF shares in Q2 2026, an estimated $51.4K.
  • Parnassus Core Select ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #795 holding.
  • Modern Wealth Management first reported a position in Parnassus Core Select ETF in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Parnassus Core Select ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.