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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
Q2 		$1.05M Buy
3,083
+48
+2% +$11K 0.6% 35
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 $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 $3.37T AUM 44.26% 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

Richardson Financial Services's PANW Position: Q2 2026 in Review

Richardson Financial Services increased its Palo Alto Networks (PANW) stake by 1.6% in Q2 2026, buying an estimated $11K and bringing the position to 3,083 shares worth $1.05M. The position accounts for 0.6% of the portfolio, ranked #35.

Richardson Financial Services first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Richardson Financial Services held 3,083 shares of Palo Alto Networks worth $1.05M as of Q2 2026.
  • Richardson Financial Services bought 48 Palo Alto Networks shares in Q2 2026, an estimated $11K.
  • Palo Alto Networks made up 0.6% of Richardson Financial Services's portfolio in Q2 2026, its #35 holding.
  • Richardson Financial Services first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.