BFC Planning, Inc.’s Palo Alto Networks PANW Stock Holding History

BFC Planning, 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	$10.8M	Sell	31,746 -1,298	-4%	-$297K	0.44%	43
2026 Q1	$5.3M	Buy	33,044 +2,037	+7%	+$342K	0.24%	82
2025 Q4	$5.71M	Buy	31,007 +9,103	+42%	+$1.84M	0.25%	78
2025 Q3	$4.46M	Buy	21,904 +542	+3%	+$104K	0.32%	56
2025 Q2	$4.37M	Buy	21,362 +2,467	+13%	+$458K	0.34%	56
2025 Q1	$3.22M	Buy	18,895 +211	+1%	+$39K	0.28%	75
2024 Q4	$3.4M	Buy	+18,684	New	+$3.53M	0.28%	74

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

BFC Planning, Inc.'s PANW Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Palo Alto Networks (PANW) stake by 3.9% in Q2 2026, selling an estimated $297K and leaving 31,746 shares worth $10.8M. The position accounts for 0.44% of the portfolio, ranked #43.

BFC Planning, Inc. first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. 2,935 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

BFC Planning, Inc. held 31,746 shares of Palo Alto Networks worth $10.8M as of Q2 2026.
BFC Planning, Inc. sold 1,298 Palo Alto Networks shares in Q2 2026, an estimated $297K.
Palo Alto Networks made up 0.44% of BFC Planning, Inc.'s portfolio in Q2 2026, its #43 holding.
BFC Planning, Inc. first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
2,935 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.