SUCCESSION FINANCIAL, INC.’s Palo Alto Networks PANW Stock Holding History

SUCCESSION FINANCIAL, INC.’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	$546K	Buy	+1,602	New	+$367K	0.52%	19

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

SUCCESSION FINANCIAL, INC.'s PANW Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,602 shares worth $546K. The stake represents 0.52% of the portfolio and ranks #19 among its holdings.

1,862 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

SUCCESSION FINANCIAL, INC. held 1,602 shares of Palo Alto Networks worth $546K as of Q2 2026.
Palo Alto Networks was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
Palo Alto Networks made up 0.52% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #19 holding.
1,862 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.