Cape Ann Savings Bank’s Palo Alto Networks PANW Stock Holding History

Cape Ann Savings Bank’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	$1.61M	Hold	4,728	–	–	0.76%	36
2026 Q1	$758K	Sell	4,728 -170	-3%	-$28.6K	0.38%	55
2025 Q4	$902K	Sell	4,898 -70	-1%	-$14.1K	0.46%	49
2025 Q3	$1.01M	Buy	4,968 +405	+9%	+$77.5K	0.54%	44
2025 Q2	$934K	Sell	4,563 -60	-1%	-$11.1K	0.56%	46
2025 Q1	$789K	Sell	4,623 -10	-0.2%	-$1.85K	0.49%	48
2024 Q4	$843K	Buy	4,633 +215	+5%	+$40.6K	0.5%	47
2024 Q3	$755K	Buy	4,418 +1,646	+59%	+$277K	0.44%	51
2024 Q2	$470K	Buy	+2,772	New	+$415K	0.29%	59

Other funds holding PANW

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Cape Ann Savings Bank's PANW Position: Q2 2026 in Review

Cape Ann Savings Bank held its Palo Alto Networks (PANW) position steady in Q2 2026 at 4,728 shares worth $1.61M. The position accounts for 0.76% of the portfolio, ranked #36.

Cape Ann Savings Bank first reported a position in PANW in Q2 2024 and has held it in 9 quarters since. 1,750 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Cape Ann Savings Bank held 4,728 shares of Palo Alto Networks worth $1.61M as of Q2 2026.
Cape Ann Savings Bank left its Palo Alto Networks share count unchanged in Q2 2026.
Palo Alto Networks made up 0.76% of Cape Ann Savings Bank's portfolio in Q2 2026, its #36 holding.
Cape Ann Savings Bank first reported a position in Palo Alto Networks in Q2 2024 and has held it in 9 quarters since.
1,750 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Cape Ann Savings Bank's 13F filing for Q2 2026, filed 4 Aug 2026.