SPIA
PRCS

Steward Partners Investment Advisory’s Parnassus Core Select ETF PRCS Stock Holding History

Steward Partners Investment Advisory’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 		$906K Buy
36,250
+25,355
+233% +$674K ﹤0.01% 1213
2025
Q4 		$293K Buy
+10,895
New +$289K ﹤0.01% 1724

Other funds holding PRCS

BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Steward Partners Investment Advisory's PRCS Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Parnassus Core Select ETF (PRCS) stake by 233% in Q1 2026, buying an estimated $674K and bringing the position to 36,250 shares worth $906K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Steward Partners Investment Advisory first reported a position in PRCS in Q4 2025 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold PRCS as of Q1 2026.

  • Steward Partners Investment Advisory held 36,250 shares of Parnassus Core Select ETF worth $906K as of Q1 2026.
  • Steward Partners Investment Advisory bought 25,355 Parnassus Core Select ETF shares in Q1 2026, an estimated $674K.
  • Parnassus Core Select ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1213 holding.
  • Steward Partners Investment Advisory first reported a position in Parnassus Core Select ETF in Q4 2025 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Parnassus Core Select ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.