PFGIA
PANW icon

Patriot Financial Group Insurance Agency’s Palo Alto Networks PANW Stock Holding History

Patriot Financial Group Insurance Agency’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 		$940K Buy
+2,756
New +$631K 0.1% 234
2025
Q3 		– Sell
-1,274
Closed -$261K – 558
2025
Q2 		$261K Buy
+1,274
New +$237K 0.03% 434
2025
Q1 		– Sell
-1,201
Closed -$219K – 516
2024
Q4 		$219K Buy
+1,201
New +$227K 0.03% 431
2024
Q3 		– Sell
-1,342
Closed -$227K – 522
2024
Q2 		$227K Sell
1,342
-168
-11% -$25.1K 0.03% 423
2024
Q1 		$215K Buy
+1,510
New +$238K 0.03% 433
2022
Q3 		– Sell
-276
Closed -$23K – 1476
2022
Q2 		$23K Buy
276
+138
+100% +$12.2K ﹤0.01% 959
2022
Q1 		$14K Sell
138
-150
-52% -$13.4K ﹤0.01% 1234
2021
Q4 		$27K Buy
288
+150
+109% +$13K ﹤0.01% 1093
2021
Q3 		$11K Buy
138
+54
+64% +$3.79K ﹤0.01% 1445
2021
Q2 		$5K Sell
84
-348
-81% -$20.6K ﹤0.01% 1661
2021
Q1 		$23K Sell
432
-1,278
-75% -$76K 0.01% 1038
2020
Q4 		$101K Sell
1,710
-24
-1% -$1.12K 0.03% 496
2020
Q3 		$71K Buy
1,734
+6
+0.3% +$250 0.02% 467
2020
Q2 		$66K Sell
1,728
-12
-0.7% -$423 0.03% 447
2020
Q1 		$48K Buy
1,740
+444
+34% +$15.5K 0.02% 472
2019
Q4 		$50K Sell
1,296
-594
-31% -$22.5K 0.02% 477
2019
Q3 		$64K Sell
1,890
-36
-2% -$1.27K 0.03% 400
2019
Q2 		$66K Buy
1,926
+6
+0.3% +$224 0.03% 396
2019
Q1 		$78K Buy
+1,920
New +$71.2K 0.04% 318
2018
Q2 		– Sell
-150
Closed -$5K – 820
2018
Q1 		$5K Sell
150
-330
-69% -$9.17K ﹤0.01% 741
2017
Q4 		$12K Hold
480
– – 0.01% 560
2017
Q3 		$12K Hold
480
– – 0.01% 518
2017
Q2 		$11K Buy
480
+30
+7% +$606 0.01% 518
2017
Q1 		$8K Buy
450
+330
+275% +$7.38K 0.01% 533
2016
Q4 		$3K Buy
+120
New +$2.88K ﹤0.01% 648

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

Patriot Financial Group Insurance Agency's PANW Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency opened a new position in Palo Alto Networks (PANW) in Q2 2026: 2,756 shares worth $940K. The stake represents 0.1% of the portfolio and ranks #234 among its holdings. This is a return to the name: Patriot Financial Group Insurance Agency previously reported a position in PANW as recently as Q2 2025.

Patriot Financial Group Insurance Agency first reported a position in PANW in Q4 2016 and has held it in 25 quarters since. 1,903 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 2,756 shares of Palo Alto Networks worth $940K as of Q2 2026.
  • Palo Alto Networks was a new Patriot Financial Group Insurance Agency position in Q2 2026.
  • Palo Alto Networks made up 0.1% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #234 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Palo Alto Networks in Q4 2016 and has held it in 25 quarters since.
  • 1,903 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.