COFG Advisors’s Palo Alto Networks PANW Stock Holding History

COFG Advisors’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	$464K	Sell	1,360 -194	-12%	-$44.4K	0.08%	177
2026 Q1	$249K	Buy	1,554 +128	+9%	+$21.5K	0.06%	205
2025 Q4	$263K	Buy	+1,426	New	+$288K	0.06%	189

Other funds holding PANW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

COFG Advisors's PANW Position: Q2 2026 in Review

COFG Advisors reduced its Palo Alto Networks (PANW) stake by 12% in Q2 2026, selling an estimated $44.4K and leaving 1,360 shares worth $464K. The position accounts for 0.08% of the portfolio, ranked #177.

COFG Advisors first reported a position in PANW in Q4 2025 and has held it in 3 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

COFG Advisors held 1,360 shares of Palo Alto Networks worth $464K as of Q2 2026.
COFG Advisors sold 194 Palo Alto Networks shares in Q2 2026, an estimated $44.4K.
Palo Alto Networks made up 0.08% of COFG Advisors's portfolio in Q2 2026, its #177 holding.
COFG Advisors first reported a position in Palo Alto Networks in Q4 2025 and has held it in 3 quarters since.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.