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

Sovereign 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 		$319K Buy
+934
New +$214K 0.05% 289
2024
Q3 		– Sell
-1,240
Closed -$210K – 289
2024
Q2 		$210K Sell
1,240
-1,060
-46% -$159K 0.05% 263
2024
Q1 		$327K Buy
+2,300
New +$363K 0.09% 203

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 $3.38T AUM 44.17% 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

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

Sovereign Financial Group opened a new position in Palo Alto Networks (PANW) in Q2 2026: 934 shares worth $319K. The stake represents 0.05% of the portfolio and ranks #289 among its holdings. This is a return to the name: Sovereign Financial Group previously reported a position in PANW as recently as Q2 2024.

Sovereign Financial Group first reported a position in PANW in Q1 2024 and has held it in 3 quarters since. The position peaked at $327K in Q1 2024. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Sovereign Financial Group held 934 shares of Palo Alto Networks worth $319K as of Q2 2026.
  • Palo Alto Networks was a new Sovereign Financial Group position in Q2 2026.
  • Palo Alto Networks made up 0.05% of Sovereign Financial Group's portfolio in Q2 2026, its #289 holding.
  • Sovereign Financial Group first reported a position in Palo Alto Networks in Q1 2024 and has held it in 3 quarters since.
  • Sovereign Financial Group's Palo Alto Networks position peaked at $327K in Q1 2024.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.