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Shum Financial Group’s Palo Alto Networks PANW Stock Holding History

Shum Financial Group’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 		$2.28M Buy
6,691
+194
+3% +$44.4K 1.38% 22
2026
Q1 		$1.04M Buy
6,497
+646
+11% +$109K 0.74% 35
2025
Q4 		$1.08M Buy
5,851
+462
+9% +$93.2K 0.78% 36
2025
Q3 		$1.1M Buy
+5,389
New +$1.03M 0.82% 34
2025
Q1 		$645K Buy
3,777
+233
+7% +$43.1K 0.56% 55
2024
Q4 		$645K Buy
3,544
+86
+2% +$16.2K 0.56% 56
2024
Q3 		$633K Buy
+3,458
New +$582K 0.53% 64

Other funds holding PANW

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Shum Financial Group's PANW Position: Q2 2026 in Review

Shum Financial Group increased its Palo Alto Networks (PANW) stake by 3% in Q2 2026, buying an estimated $44.4K and bringing the position to 6,691 shares worth $2.28M. The position accounts for 1.38% of the portfolio, ranked #22.

Shum Financial Group first reported a position in PANW in Q3 2024 and has held it in 7 quarters since. 1,734 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Shum Financial Group held 6,691 shares of Palo Alto Networks worth $2.28M as of Q2 2026.
  • Shum Financial Group bought 194 Palo Alto Networks shares in Q2 2026, an estimated $44.4K.
  • Palo Alto Networks made up 1.38% of Shum Financial Group's portfolio in Q2 2026, its #22 holding.
  • Shum Financial Group first reported a position in Palo Alto Networks in Q3 2024 and has held it in 7 quarters since.
  • 1,734 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.