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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Founders Financial Alliance's PANW Position: Q1 2026 in Review

Founders Financial Alliance increased its Palo Alto Networks (PANW) stake by 7.1% in Q1 2026, buying an estimated $51.2K and bringing the position to 4,581 shares worth $734K. The position accounts for 0.13% of the portfolio, ranked #158.

Founders Financial Alliance first reported a position in PANW in Q3 2020 and has held it in 15 quarters since. The position peaked at $850K in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Founders Financial Alliance held 4,581 shares of Palo Alto Networks worth $734K as of Q1 2026.
Founders Financial Alliance bought 305 Palo Alto Networks shares in Q1 2026, an estimated $51.2K.
Palo Alto Networks made up 0.13% of Founders Financial Alliance's portfolio in Q1 2026, its #158 holding.
Founders Financial Alliance first reported a position in Palo Alto Networks in Q3 2020 and has held it in 15 quarters since.
Founders Financial Alliance's Palo Alto Networks position peaked at $850K in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

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