Krilogy Financial
PANW icon

Krilogy Financial’s Palo Alto Networks PANW Stock Holding History

Krilogy Financial’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
Q3 		$5.8M Sell
14,368
-2,103
-13% -$748K 0.16% 97
2026
Q2 		$5.62M Sell
16,471
-633
-4% -$145K 0.17% 97
2026
Q1 		$2.86M Buy
17,104
+10,273
+150% +$1.73M 0.09% 178
2025
Q4 		$1.26M Buy
6,831
+173
+3% +$34.9K 0.04% 299
2025
Q3 		$1.42M Buy
+6,658
New +$1.27M 0.05% 253
2023
Q2 		– Sell
-3,486
Closed -$348K – 337
2023
Q1 		$348K Sell
3,486
-20
-0.6% -$1.7K 0.03% 314
2022
Q4 		$245K Buy
3,506
+390
+13% +$31.3K 0.02% 347
2022
Q3 		$255K Buy
3,116
+650
+26% +$56.3K 0.03% 273
2022
Q2 		$203K Buy
2,466
+210
+9% +$18.6K 0.02% 296
2022
Q1 		$234K Hold
2,256
– – 0.02% 285
2021
Q4 		$209K Buy
+2,256
New +$195K 0.02% 266
2018
Q4 		– Sell
-2,790
Closed -$105K – 508
2018
Q3 		$105K Buy
+2,790
New +$102K 0.02% 213
2018
Q2 		– Sell
-3,390
Closed -$103K – 485
2018
Q1 		$103K Hold
3,390
– – 0.02% 229
2017
Q4 		$82K Hold
3,390
– – 0.02% 260
2017
Q3 		$81K Hold
3,390
– – 0.02% 283
2017
Q2 		$76K Buy
3,390
+1,440
+74% +$29.1K 0.02% 255
2017
Q1 		$41K Hold
1,950
– – 0.01% 312
2016
Q4 		$41K Buy
1,950
+150
+8% +$3.59K 0.01% 312
2016
Q3 		$48K Buy
+1,800
New +$41K 0.02% 302

Other funds holding PANW

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Krilogy Financial's PANW Position: Q3 2026 in Review

Krilogy Financial reduced its Palo Alto Networks (PANW) stake by 13% in Q3 2026, selling an estimated $748K and leaving 14,368 shares worth $5.8M. The position accounts for 0.16% of the portfolio, ranked #97.

Krilogy Financial first reported a position in PANW in Q3 2016 and has held it in 19 quarters since. 1,227 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Krilogy Financial held 14,368 shares of Palo Alto Networks worth $5.8M as of Q3 2026.
  • Krilogy Financial sold 2,103 Palo Alto Networks shares in Q3 2026, an estimated $748K.
  • Palo Alto Networks made up 0.16% of Krilogy Financial's portfolio in Q3 2026, its #97 holding.
  • Krilogy Financial first reported a position in Palo Alto Networks in Q3 2016 and has held it in 19 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.