Convergence Financial’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$312K Sell
1,945
-2,961
-60% -$497K 0.03% 179
2025
Q4
$904K Buy
4,906
+181
+4% +$36.5K 0.13% 85
2025
Q3
$962K Sell
4,725
-12
-0.3% -$2.3K 0.14% 88
2025
Q2
$969K Buy
4,737
+1,142
+32% +$212K 0.17% 76
2025
Q1
$613K Buy
3,595
+2,139
+147% +$396K 0.12% 90
2024
Q4
$265K Buy
1,456
+190
+15% +$35.9K 0.05% 130
2024
Q3
$216K Buy
1,266
+52
+4% +$8.75K 0.05% 151
2024
Q2
$206K Buy
+1,214
New +$182K 0.05% 145

Other funds holding PANW

Convergence Financial's PANW Position: Q1 2026 in Review

Convergence Financial reduced its Palo Alto Networks (PANW) stake by 60% in Q1 2026, selling an estimated $497K and leaving 1,945 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #179.

Convergence Financial first reported a position in PANW in Q2 2024 and has held it in 8 quarters since. The position peaked at $969K in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Convergence Financial held 1,945 shares of Palo Alto Networks worth $312K as of Q1 2026.
  • Convergence Financial sold 2,961 Palo Alto Networks shares in Q1 2026, an estimated $497K.
  • Palo Alto Networks made up 0.03% of Convergence Financial's portfolio in Q1 2026, its #179 holding.
  • Convergence Financial first reported a position in Palo Alto Networks in Q2 2024 and has held it in 8 quarters since.
  • Convergence Financial's Palo Alto Networks position peaked at $969K in Q2 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.