Founders Financial Alliance’s Palo Alto Networks PANW Stock Holding History

Founders Financial Alliance’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	$1.58M	Buy	4,642 +61	+1%	+$14K	0.21%	107
2026 Q1	$734K	Buy	4,581 +305	+7%	+$51.2K	0.13%	158
2025 Q4	$788K	Buy	4,276 +103	+2%	+$20.8K	0.15%	137
2025 Q3	$850K	Buy	4,173 +592	+17%	+$113K	0.16%	129
2025 Q2	$733K	Buy	3,581 +50	+1%	+$9.29K	0.17%	127
2025 Q1	$603K	Buy	3,531 +2,237	+173%	+$414K	0.15%	147
2024 Q4	$235K	Hold	1,294	–	–	0.06%	256
2024 Q3	$221K	Hold	1,294	–	–	0.06%	268
2024 Q2	$219K	Buy	+1,294	New	+$194K	0.07%	253
2024 Q1	–	Sell	-2,158	Closed	-$318K	–	568
2023 Q4	$318K	Buy	2,158 +118	+6%	+$15.8K	0.12%	174
2023 Q3	$239K	Sell	2,040 -172	-8%	-$20.4K	0.1%	193
2023 Q2	$283K	Buy	2,212 +66	+3%	+$6.87K	0.11%	199
2023 Q1	$215K	Buy	+2,146	New	+$182K	0.11%	193
2022 Q4	–	Sell	-2,572	Closed	-$211K	–	486
2022 Q3	$211K	Buy	+2,572	New	+$223K	0.11%	199
2022 Q1	–	Sell	-2,658	Closed	-$247K	–	466
2021 Q4	$247K	Buy	+2,658	New	+$230K	0.1%	214
2020 Q4	–	Sell	-1,092	Closed	-$44K	–	996
2020 Q3	$44K	Buy	+1,092	New	+$45.4K	0.03%	409

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 $3.37T AUM 44.26% 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

Founders Financial Alliance's PANW Position: Q2 2026 in Review

Founders Financial Alliance increased its Palo Alto Networks (PANW) stake by 1.3% in Q2 2026, buying an estimated $14K and bringing the position to 4,642 shares worth $1.58M. The position accounts for 0.21% of the portfolio, ranked #107.

Founders Financial Alliance first reported a position in PANW in Q3 2020 and has held it in 16 quarters since. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Founders Financial Alliance held 4,642 shares of Palo Alto Networks worth $1.58M as of Q2 2026.
Founders Financial Alliance bought 61 Palo Alto Networks shares in Q2 2026, an estimated $14K.
Palo Alto Networks made up 0.21% of Founders Financial Alliance's portfolio in Q2 2026, its #107 holding.
Founders Financial Alliance first reported a position in Palo Alto Networks in Q3 2020 and has held it in 16 quarters since.
2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.