PF
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Phoenix Financial’s Palo Alto Networks PANW Stock Holding History

Phoenix Financial’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 		– Sell
-35,000
Closed -$5.61K – 563
2026
Q1 		$5.61K Buy
+35,000
New +$5.88M ﹤0.01% 484

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Phoenix Financial's PANW Position: Q2 2026 in Review

Phoenix Financial increased its Palo Alto Networks (PANW) stake by 225% in Q2 2026, buying an estimated $119M and bringing the position to 750,730 shares worth $256M. The position accounts for 1.75% of the portfolio, ranked #16.

Phoenix Financial first reported a position in PANW in Q4 2019 and has held it in 24 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Phoenix Financial held 750,730 shares of Palo Alto Networks worth $256M as of Q2 2026.
  • Phoenix Financial bought 519,998 Palo Alto Networks shares in Q2 2026, an estimated $119M.
  • Palo Alto Networks made up 1.75% of Phoenix Financial's portfolio in Q2 2026, its #16 holding.
  • Phoenix Financial first reported a position in Palo Alto Networks in Q4 2019 and has held it in 24 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.