Security National Bank’s Palo Alto Networks PANW Stock Holding History

Security National Bank’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	$28.9M	Buy	84,869 +2,295	+3%	+$525K	3.45%	6
2026 Q1	$13.2M	Buy	82,574 +195	+0.2%	+$32.8K	1.93%	12
2025 Q4	$15.2M	Sell	82,379 -287	-0.3%	-$57.9K	2.18%	8
2025 Q3	$16.8M	Buy	82,666 +4,835	+6%	+$926K	2.58%	8
2025 Q2	$15.9M	Buy	77,831 +319	+0.4%	+$59.2K	2.76%	8
2025 Q1	$13.2M	Buy	77,512 +1,357	+2%	+$251K	2.5%	9
2024 Q4	$13.9M	Sell	76,155 -2,409	-3%	-$455K	1.98%	10
2024 Q3	$13.4M	Sell	78,564 -426	-0.5%	-$71.7K	1.82%	11
2024 Q2	$13.4M	Buy	78,990 +4	+0%	+$598	1.94%	10
2024 Q1	$11.2M	Buy	78,986 +130	+0.2%	+$20.5K	1.7%	12
2023 Q4	$11.6M	Buy	78,856 +660	+0.8%	+$88.2K	2.63%	7
2023 Q3	$9.2M	Sell	78,196 -1,542	-2%	-$182K	2.58%	7
2023 Q2	$10.2M	Sell	79,738 -4,246	-5%	-$442K	2.59%	7
2023 Q1	$8.39M	Sell	83,984 -852	-1%	-$72.2K	2.24%	11
2022 Q4	$5.92M	Sell	84,836 -5,092	-6%	-$409K	1.6%	25
2022 Q3	$7.37M	Sell	89,928 -354	-0.4%	-$30.7K	2.05%	18
2022 Q2	$7.43M	Sell	90,282 -2,694	-3%	-$239K	2.07%	17
2022 Q1	$9.65M	Sell	92,976 -816	-0.9%	-$73K	2.21%	13
2021 Q4	$8.7M	Sell	93,792 -42	-0%	-$3.63K	1.97%	15
2021 Q3	$7.49M	Buy	93,834 +5,568	+6%	+$391K	1.88%	20
2021 Q2	$5.46M	Buy	88,266 +3,492	+4%	+$207K	1.44%	29
2021 Q1	$4.55M	Buy	84,774 +5,340	+7%	+$317K	1.34%	33
2020 Q4	$4.71M	Sell	79,434 -432	-0.5%	-$20.2K	1.49%	30
2020 Q3	$3.26M	Buy	79,866 +5,862	+8%	+$244K	1.14%	36
2020 Q2	$2.83M	Buy	74,004 +9,714	+15%	+$342K	1.17%	35
2020 Q1	$1.76M	Buy	64,290 +1,926	+3%	+$67.2K	0.92%	38
2019 Q4	$2.4M	Buy	62,364 +990	+2%	+$37.4K	1.07%	39
2019 Q3	$2.08M	Buy	61,374 +2,334	+4%	+$82.6K	0.98%	41
2019 Q2	$2M	Buy	59,040 +2,538	+4%	+$94.9K	0.99%	42
2019 Q1	$2.29M	Buy	56,502 +120	+0.2%	+$4.45K	1.19%	36
2018 Q4	$1.77M	Buy	56,382 +1,926	+4%	+$60K	1.1%	38
2018 Q3	$2.04M	Sell	54,456 -90	-0.2%	-$3.28K	1.13%	35
2018 Q2	$1.87M	Buy	54,546 +468	+0.9%	+$15.6K	1.19%	35
2018 Q1	$1.64M	Buy	54,078 +6,408	+13%	+$178K	1.1%	39
2017 Q4	$1.15M	Sell	47,670 -4,908	-9%	-$119K	0.75%	44
2017 Q3	$1.26M	Buy	52,578 +1,272	+2%	+$29K	0.86%	43
2017 Q2	$1.15M	Buy	51,306 +1,098	+2%	+$22.2K	0.83%	45
2017 Q1	$943K	Buy	+50,208	New	+$1.12M	0.71%	46

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Security National Bank's PANW Position: Q2 2026 in Review

Security National Bank increased its Palo Alto Networks (PANW) stake by 2.8% in Q2 2026, buying an estimated $525K and bringing the position to 84,869 shares worth $28.9M. The position accounts for 3.45% of the portfolio, ranked #6.

Security National Bank first reported a position in PANW in Q1 2017 and has held it in 38 quarters since. 498 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Security National Bank held 84,869 shares of Palo Alto Networks worth $28.9M as of Q2 2026.
Security National Bank bought 2,295 Palo Alto Networks shares in Q2 2026, an estimated $525K.
Palo Alto Networks made up 3.45% of Security National Bank's portfolio in Q2 2026, its #6 holding.
Security National Bank first reported a position in Palo Alto Networks in Q1 2017 and has held it in 38 quarters since.
498 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.