Phocas Financial Corp’s Palo Alto Networks PANW Stock Holding History

Phocas Financial Corp’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	$399K	Buy	+1,170	New	+$268K	0.06%	136
2026 Q1	–	Sell	-1,170	Closed	-$216K	–	163
2025 Q4	$216K	Hold	1,170	–	–	0.03%	147
2025 Q3	$238K	Hold	1,170	–	–	0.03%	142
2025 Q2	$239K	Buy	+1,170	New	+$217K	0.03%	135
2025 Q1	–	Sell	-1,170	Closed	-$213K	–	156
2024 Q4	$213K	Buy	+1,170	New	+$221K	0.03%	151
2023 Q4	–	Sell	-4,300	Closed	-$504K	–	181
2023 Q3	$504K	Buy	4,300 +470	+12%	+$55.6K	0.07%	154
2023 Q2	$489K	Buy	3,830 +150	+4%	+$15.6K	0.07%	164
2023 Q1	$368K	Sell	3,680 -1,000	-21%	-$84.7K	0.05%	166
2022 Q4	$327K	Buy	4,680 +1,500	+47%	+$120K	0.05%	169
2022 Q3	$260K	Buy	+3,180	New	+$275K	0.04%	193

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Phocas Financial Corp's PANW Position: Q2 2026 in Review

Phocas Financial Corp opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,170 shares worth $399K. The stake represents 0.06% of the portfolio and ranks #136 among its holdings. This is a return to the name: Phocas Financial Corp previously reported a position in PANW as recently as Q4 2025.

Phocas Financial Corp first reported a position in PANW in Q3 2022 and has held it in 10 quarters since. The position peaked at $504K in Q3 2023. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Phocas Financial Corp held 1,170 shares of Palo Alto Networks worth $399K as of Q2 2026.
Palo Alto Networks was a new Phocas Financial Corp position in Q2 2026.
Palo Alto Networks made up 0.06% of Phocas Financial Corp's portfolio in Q2 2026, its #136 holding.
Phocas Financial Corp first reported a position in Palo Alto Networks in Q3 2022 and has held it in 10 quarters since.
Phocas Financial Corp's Palo Alto Networks position peaked at $504K in Q3 2023.
2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Phocas Financial Corp's 13F filing for Q2 2026, filed 31 Jul 2026.