GFG
PANW icon

Greystone Financial Group’s Palo Alto Networks PANW Stock Holding History

Greystone Financial Group’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 		$1.07M Sell
3,136
-283
-8% -$64.8K 0.3% 47
2026
Q1 		$548K Sell
3,419
-7,186
-68% -$1.21M 0.16% 61
2025
Q4 		$1.95M Buy
10,605
+947
+10% +$191K 0.3% 52
2025
Q3 		$1.97M Sell
9,658
-131
-1% -$25.1K 0.3% 54
2025
Q2 		$2M Buy
9,789
+127
+1% +$23.6K 0.33% 49
2025
Q1 		$1.65M Buy
9,662
+508
+6% +$93.9K 0.3% 58
2024
Q4 		$1.67M Sell
9,154
-86
-0.9% -$16.2K 0.29% 57
2024
Q3 		$1.58M Sell
9,240
-242
-3% -$40.7K 0.28% 57
2024
Q2 		$1.61M Buy
9,482
+2,090
+28% +$313K 0.31% 52
2024
Q1 		$1.05M Buy
7,392
+2,102
+40% +$332K 0.21% 57
2023
Q4 		$780K Buy
+5,290
New +$707K 0.18% 65

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Greystone Financial Group's PANW Position: Q2 2026 in Review

Greystone Financial Group reduced its Palo Alto Networks (PANW) stake by 8.3% in Q2 2026, selling an estimated $64.8K and leaving 3,136 shares worth $1.07M. The position accounts for 0.3% of the portfolio, ranked #47.

Greystone Financial Group first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. The position peaked at $2M in Q2 2025. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Greystone Financial Group held 3,136 shares of Palo Alto Networks worth $1.07M as of Q2 2026.
  • Greystone Financial Group sold 283 Palo Alto Networks shares in Q2 2026, an estimated $64.8K.
  • Palo Alto Networks made up 0.3% of Greystone Financial Group's portfolio in Q2 2026, its #47 holding.
  • Greystone Financial Group first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
  • Greystone Financial Group's Palo Alto Networks position peaked at $2M in Q2 2025.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.