BFG
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Beacon Financial Group’s Palo Alto Networks PANW Stock Holding History

Beacon Financial Group’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 		$628K Sell
1,841
-270
-13% -$61.8K 0.06% 218
2026
Q1 		$338K Buy
2,111
+923
+78% +$155K 0.03% 280
2025
Q4 		$219K Sell
1,188
-501
-30% -$101K 0.02% 328
2025
Q3 		$344K Sell
1,689
-90
-5% -$17.2K 0.03% 279
2025
Q2 		$364K Sell
1,779
-3
-0.2% -$557 0.04% 267
2025
Q1 		$304K Buy
1,782
+76
+4% +$14.1K 0.03% 277
2024
Q4 		$310K Sell
1,706
-8
-0.5% -$1.51K 0.03% 278
2024
Q3 		$293K Buy
1,714
+316
+23% +$53.2K 0.03% 284
2024
Q2 		$237K Buy
+1,398
New +$209K 0.03% 297
2014
Q2 		– Sell
-19,800
Closed -$230K – 161
2014
Q1 		$230K Buy
+19,800
New +$225K 0.05% 162

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Beacon Financial Group's PANW Position: Q2 2026 in Review

Beacon Financial Group reduced its Palo Alto Networks (PANW) stake by 13% in Q2 2026, selling an estimated $61.8K and leaving 1,841 shares worth $628K. The position accounts for 0.06% of the portfolio, ranked #218.

Beacon Financial Group first reported a position in PANW in Q1 2014 and has held it in 10 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Beacon Financial Group held 1,841 shares of Palo Alto Networks worth $628K as of Q2 2026.
  • Beacon Financial Group sold 270 Palo Alto Networks shares in Q2 2026, an estimated $61.8K.
  • Palo Alto Networks made up 0.06% of Beacon Financial Group's portfolio in Q2 2026, its #218 holding.
  • Beacon Financial Group first reported a position in Palo Alto Networks in Q1 2014 and has held it in 10 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.