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Richardson Financial Services’s Palo Alto Networks PANW Stock Holding History

Richardson Financial Services’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
Q1 		$486K Buy
3,035
+262
+9% +$44K 0.3% 81
2025
Q4 		$511K Buy
2,773
+120
+5% +$24.2K 0.17% 79
2025
Q3 		$540K Sell
2,653
-30
-1% -$5.74K 0.33% 77
2025
Q2 		$530K Buy
2,683
+65
+2% +$12.1K 0.36% 81
2025
Q1 		$447K Buy
2,618
+20
+0.8% +$3.7K 0.34% 88
2024
Q4 		$478K Buy
2,598
+10
+0.4% +$1.89K 0.34% 82
2024
Q3 		$439K Buy
2,588
+8
+0.3% +$1.35K 0.28% 89
2024
Q2 		$437K Sell
2,580
-426
-14% -$63.7K 0.31% 85
2024
Q1 		$428K Buy
3,006
+486
+19% +$76.7K 0.3% 92
2023
Q4 		$372K Buy
+2,520
New +$337K 0.33% 90

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Richardson Financial Services's PANW Position: Q1 2026 in Review

Richardson Financial Services increased its Palo Alto Networks (PANW) stake by 9.4% in Q1 2026, buying an estimated $44K and bringing the position to 3,035 shares worth $486K. The position accounts for 0.3% of the portfolio, ranked #81.

Richardson Financial Services first reported a position in PANW in Q4 2023 and has held it in 10 quarters since. The position peaked at $540K in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Richardson Financial Services held 3,035 shares of Palo Alto Networks worth $486K as of Q1 2026.
  • Richardson Financial Services bought 262 Palo Alto Networks shares in Q1 2026, an estimated $44K.
  • Palo Alto Networks made up 0.3% of Richardson Financial Services's portfolio in Q1 2026, its #81 holding.
  • Richardson Financial Services first reported a position in Palo Alto Networks in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's Palo Alto Networks position peaked at $540K in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.