MBT
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Montecito Bank & Trust’s Palo Alto Networks PANW Stock Holding History

Montecito Bank & Trust’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 		$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

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

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. 1,368 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.
  • 1,368 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.