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BOK Financial Private Wealth’s Palo Alto Networks PANW Stock Holding History

BOK Financial Private Wealth’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 		$5.37M Sell
15,734
-3,674
-19% -$841K 0.28% 34
2026
Q1 		$3.11M Sell
19,408
-995
-5% -$167K 0.19% 43
2025
Q4 		$3.76M Buy
20,403
+515
+3% +$104K 0.23% 42
2025
Q3 		$4.05M Sell
19,888
-145
-0.7% -$27.8K 0.25% 41
2025
Q2 		$4.1M Sell
20,033
-2,222
-10% -$413K 0.27% 39
2025
Q1 		$3.8M Sell
22,255
-1,133
-5% -$210K 0.29% 38
2024
Q4 		$4.26M Sell
23,388
-1,962
-8% -$371K 0.31% 35
2024
Q3 		$4.33M Sell
25,350
-2,550
-9% -$429K 0.31% 37
2024
Q2 		$4.73M Sell
27,900
-170
-0.6% -$25.4K 0.34% 37
2024
Q1 		$3.99M Sell
28,070
-1,524
-5% -$240K 0.3% 38
2023
Q4 		$4.36M Sell
29,594
-5,510
-16% -$737K 0.35% 37
2023
Q3 		$4.11M Sell
35,104
-11,772
-25% -$1.39M 0.36% 40
2023
Q2 		$5.99M Sell
46,876
-6,398
-12% -$666K 0.49% 29
2023
Q1 		$5.32M Buy
53,274
+100
+0.2% +$8.47K 0.43% 33
2022
Q4 		$3.71M Sell
53,174
-6
-0% -$482 0.31% 47
2022
Q3 		$4.36M Sell
53,180
-364
-0.7% -$31.5K 0.39% 39
2022
Q2 		$4.41M Buy
53,544
+666
+1% +$59.1K 0.39% 38
2022
Q1 		$5.49M Buy
52,878
+1,266
+2% +$113K 0.39% 42
2021
Q4 		$4.79M Sell
51,612
-402
-0.8% -$34.8K 0.33% 45
2021
Q3 		$4.15M Buy
52,014
+3,012
+6% +$212K 0.33% 47
2021
Q2 		$3.03M Buy
49,002
+1,128
+2% +$66.8K 0.25% 68
2021
Q1 		$2.57M Buy
47,874
+852
+2% +$50.6K 0.23% 71
2020
Q4 		$2.79M Sell
47,022
-1,782
-4% -$83.3K 0.27% 66
2020
Q3 		$1.99M Buy
+48,804
New +$2.03M 0.21% 76

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BOK Financial Private Wealth's PANW Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its Palo Alto Networks (PANW) stake by 19% in Q2 2026, selling an estimated $841K and leaving 15,734 shares worth $5.37M. The position accounts for 0.28% of the portfolio, ranked #34.

BOK Financial Private Wealth first reported a position in PANW in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.99M in Q2 2023. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • BOK Financial Private Wealth held 15,734 shares of Palo Alto Networks worth $5.37M as of Q2 2026.
  • BOK Financial Private Wealth sold 3,674 Palo Alto Networks shares in Q2 2026, an estimated $841K.
  • Palo Alto Networks made up 0.28% of BOK Financial Private Wealth's portfolio in Q2 2026, its #34 holding.
  • BOK Financial Private Wealth first reported a position in Palo Alto Networks in Q3 2020 and has held it in 24 quarters since.
  • BOK Financial Private Wealth's Palo Alto Networks position peaked at $5.99M in Q2 2023.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.