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OFC Financial Planning’s Palo Alto Networks PANW Stock Holding History

OFC Financial Planning’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 		$202K Buy
+592
New +$136K 0.18% 54

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

OFC Financial Planning's PANW Position: Q2 2026 in Review

OFC Financial Planning opened a new position in Palo Alto Networks (PANW) in Q2 2026: 592 shares worth $202K. The stake represents 0.18% of the portfolio and ranks #54 among its holdings.

1,949 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • OFC Financial Planning held 592 shares of Palo Alto Networks worth $202K as of Q2 2026.
  • Palo Alto Networks was a new OFC Financial Planning position in Q2 2026.
  • Palo Alto Networks made up 0.18% of OFC Financial Planning's portfolio in Q2 2026, its #54 holding.
  • 1,949 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.