Montecito Bank & Trust’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.6M | Sell |
7,628
-108
| -1% | -$24.7K | 0.39% | 61 |
|
|
2026
Q1 | $1.24M | Sell |
7,736
-176
| -2% | -$29.6K | 0.2% | 112 |
|
|
2025
Q4 | $1.46M | Sell |
7,912
-192
| -2% | -$38.7K | 0.23% | 97 |
|
|
2025
Q3 | $1.65M | Buy |
+8,104
| New | +$1.55M | 0.26% | 88 |
|
|
2025
Q1 | $1.38M | Sell |
8,104
-98
| -1% | -$18.1K | 0.24% | 92 |
|
|
2024
Q4 | $1.49M | Sell |
8,202
-20
| -0.2% | -$3.78K | 0.26% | 86 |
|
|
2024
Q3 | $1.41M | Sell |
8,222
-48
| -0.6% | -$8.08K | 0.24% | 93 |
|
|
2024
Q2 | $1.4M | Sell |
8,270
-746
| -8% | -$112K | 0.29% | 81 |
|
|
2024
Q1 | $1.28M | Hold |
9,016
| – | – | 0.26% | 93 |
|
|
2023
Q4 | $1.33M | Sell |
9,016
-490
| -5% | -$65.5K | 0.29% | 84 |
|
|
2023
Q3 | $1.11M | Buy |
9,506
+50
| +0.5% | +$5.92K | 0.26% | 95 |
|
|
2023
Q2 | $1.21M | Sell |
9,456
-190
| -2% | -$19.8K | 0.27% | 95 |
|
|
2023
Q1 | $963K | Sell |
9,646
-2,560
| -21% | -$217K | 0.23% | 111 |
|
|
2022
Q4 | $852K | Sell |
12,206
-3,778
| -24% | -$303K | 0.21% | 121 |
|
|
2022
Q3 | $1.31M | Sell |
15,984
-1,140
| -7% | -$98.7K | 0.34% | 74 |
|
|
2022
Q2 | $1.41M | Hold |
17,124
| – | – | 0.33% | 74 |
|
|
2022
Q1 | $1.78M | Buy |
17,124
+7,104
| +71% | +$636K | 0.33% | 71 |
|
|
2021
Q4 | $930K | Buy |
10,020
+1,260
| +14% | +$109K | 0.16% | 128 |
|
|
2021
Q3 | $699K | Buy |
8,760
+138
| +2% | +$9.7K | 0.14% | 146 |
|
|
2021
Q2 | $533K | Hold |
8,622
| – | – | 0.1% | 173 |
|
|
2021
Q1 | $463K | Hold |
8,622
| – | – | 0.1% | 181 |
|
|
2020
Q4 | $511K | Hold |
8,622
| – | – | 0.11% | 155 |
|
|
2020
Q3 | $352K | Buy |
8,622
+600
| +7% | +$25K | 0.09% | 161 |
|
|
2020
Q2 | $307K | Buy |
+8,022
| New | +$283K | 0.08% | 167 |
|
|
2020
Q1 | – | Sell |
-6,672
| Closed | -$257K | – | 202 |
|
|
2019
Q4 | $257K | Hold |
6,672
| – | – | 0.07% | 195 |
|
|
2019
Q3 | $227K | Hold |
6,672
| – | – | 0.07% | 200 |
|
|
2019
Q2 | $227K | Sell |
6,672
-1,800
| -21% | -$67.3K | 0.07% | 198 |
|
|
2019
Q1 | $343K | Hold |
8,472
| – | – | 0.1% | 177 |
|
|
2018
Q4 | $266K | Sell |
8,472
-11,250
| -57% | -$351K | 0.09% | 176 |
|
|
2018
Q3 | $740K | Buy |
19,722
+8,400
| +74% | +$306K | 0.22% | 97 |
|
|
2018
Q2 | $388K | Buy |
11,322
+4,650
| +70% | +$155K | 0.12% | 142 |
|
|
2018
Q1 | $202K | Buy |
+6,672
| New | +$185K | 0.07% | 181 |
|
Other funds holding PANW
Montecito Bank & Trust's PANW Position: Q2 2026 in Review
Montecito Bank & Trust reduced its Palo Alto Networks (PANW) stake by 1.4% in Q2 2026, selling an estimated $24.7K and leaving 7,628 shares worth $2.6M. The position accounts for 0.39% of the portfolio, ranked #61.
Montecito Bank & Trust first reported a position in PANW in Q1 2018 and has held it in 32 quarters since. 2,917 funds tracked by Wall St. Rank hold PANW as of Q2 2026.
- Montecito Bank & Trust held 7,628 shares of Palo Alto Networks worth $2.6M as of Q2 2026.
- Montecito Bank & Trust sold 108 Palo Alto Networks shares in Q2 2026, an estimated $24.7K.
- Palo Alto Networks made up 0.39% of Montecito Bank & Trust's portfolio in Q2 2026, its #61 holding.
- Montecito Bank & Trust first reported a position in Palo Alto Networks in Q1 2018 and has held it in 32 quarters since.
- 2,917 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.
Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.