JFG
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Jefferies Financial Group’s Palo Alto Networks PANW Stock Holding History

Jefferies 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
2024
Q1 		– Sell
-524,800
Closed -$77.4M – 1920
2023
Q4 		$77.4M Sell
524,800
-680,200
-56% -$90.9M 0.5% 28
2023
Q3 		$141M Buy
1,205,000
+735,000
+156% +$87M 1.27% 11
2023
Q2 		$60M Buy
+470,000
New +$48.9M 0.54% 29

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jefferies Financial Group's PANW Position: Q1 2026 in Review

Jefferies Financial Group reduced its Palo Alto Networks (PANW) stake by 33% in Q1 2026, selling an estimated $1.32M and leaving 16,308 shares worth $2.61M. The position accounts for 0.02% of the portfolio, ranked #523.

Jefferies Financial Group first reported a position in PANW in Q4 2022 and has held it in 14 quarters since. The position peaked at $26.2M in Q4 2023. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Jefferies Financial Group held 16,308 shares of Palo Alto Networks worth $2.61M as of Q1 2026.
  • Jefferies Financial Group sold 7,887 Palo Alto Networks shares in Q1 2026, an estimated $1.32M.
  • Palo Alto Networks made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #523 holding.
  • Jefferies Financial Group first reported a position in Palo Alto Networks in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's Palo Alto Networks position peaked at $26.2M in Q4 2023.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.