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Beacon Financial Advisory’s Palo Alto Networks PANW Stock Holding History

Beacon Financial Advisory’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
Q1 		$234K Buy
+1,459
New +$245K 0.05% 363

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Financial Advisory's PANW Position: Q1 2026 in Review

Beacon Financial Advisory opened a new position in Palo Alto Networks (PANW) in Q1 2026: 1,459 shares worth $234K. The stake represents 0.05% of the portfolio and ranks #363 among its holdings.

2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Beacon Financial Advisory held 1,459 shares of Palo Alto Networks worth $234K as of Q1 2026.
  • Palo Alto Networks was a new Beacon Financial Advisory position in Q1 2026.
  • Palo Alto Networks made up 0.05% of Beacon Financial Advisory's portfolio in Q1 2026, its #363 holding.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.