BankPlus Wealth Management’s Palo Alto Networks PANW Stock Holding History

BankPlus Wealth Management’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.12M	Sell	3,276 -34	-1%	-$7.78K	0.5%	35
2026 Q1	$531K	Buy	3,310 +88	+3%	+$14.8K	0.27%	63
2025 Q4	$593K	Buy	3,222 +21	+0.7%	+$4.24K	0.33%	59
2025 Q3	$652K	Buy	3,201 +25	+0.8%	+$4.79K	0.38%	47
2025 Q2	$650K	Buy	3,176 +42	+1%	+$7.8K	0.43%	42
2025 Q1	$535K	Sell	3,134 -119	-4%	-$22K	0.39%	49
2024 Q4	$592K	Buy	+3,253	New	+$615K	0.44%	42

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

BankPlus Wealth Management's PANW Position: Q2 2026 in Review

BankPlus Wealth Management reduced its Palo Alto Networks (PANW) stake by 1% in Q2 2026, selling an estimated $7.78K and leaving 3,276 shares worth $1.12M. The position accounts for 0.5% of the portfolio, ranked #35.

BankPlus Wealth Management first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

BankPlus Wealth Management held 3,276 shares of Palo Alto Networks worth $1.12M as of Q2 2026.
BankPlus Wealth Management sold 34 Palo Alto Networks shares in Q2 2026, an estimated $7.78K.
Palo Alto Networks made up 0.5% of BankPlus Wealth Management's portfolio in Q2 2026, its #35 holding.
BankPlus Wealth Management first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.