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Jefferson Bridge Capital’s Palo Alto Networks PANW Stock Holding History

Jefferson Bridge Capital’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 		$3.74M Sell
10,965
-1,930
-15% -$442K 3.24% 9
2026
Q1 		$2.07M Buy
12,895
+2,545
+25% +$428K 2.05% 18
2025
Q4 		$1.91M Buy
+10,350
New +$2.09M 1.92% 20

Other funds holding PANW

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Jefferson Bridge Capital's PANW Position: Q2 2026 in Review

Jefferson Bridge Capital reduced its Palo Alto Networks (PANW) stake by 15% in Q2 2026, selling an estimated $442K and leaving 10,965 shares worth $3.74M. The position accounts for 3.24% of the portfolio, ranked #9.

Jefferson Bridge Capital first reported a position in PANW in Q4 2025 and has held it in 3 quarters since. 1,737 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Jefferson Bridge Capital held 10,965 shares of Palo Alto Networks worth $3.74M as of Q2 2026.
  • Jefferson Bridge Capital sold 1,930 Palo Alto Networks shares in Q2 2026, an estimated $442K.
  • Palo Alto Networks made up 3.24% of Jefferson Bridge Capital's portfolio in Q2 2026, its #9 holding.
  • Jefferson Bridge Capital first reported a position in Palo Alto Networks in Q4 2025 and has held it in 3 quarters since.
  • 1,737 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Jefferson Bridge Capital's 13F filing for Q2 2026, filed 21 Jul 2026.