Polaris Financial Partners’s Palo Alto Networks PANW Stock Holding History

Polaris Financial Partners’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 Q3	$3.48M	Buy	+8,627	New	+$3.07M	1.56%	16

Other funds holding PANW

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Polaris Financial Partners's PANW Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Palo Alto Networks (PANW) in Q3 2026: 8,627 shares worth $3.48M. The stake represents 1.56% of the portfolio and ranks #16 among its holdings.

16 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Polaris Financial Partners held 8,627 shares of Palo Alto Networks worth $3.48M as of Q3 2026.
Palo Alto Networks was a new Polaris Financial Partners position in Q3 2026.
Palo Alto Networks made up 1.56% of Polaris Financial Partners's portfolio in Q3 2026, its #16 holding.
16 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.