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Sun Financial’s Palo Alto Networks PANW Stock Holding History

Sun Financial’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 		$793K Sell
2,059
-4,976
-71% -$1.14M 0.37% 77
2026
Q1 		$1.68M Buy
7,035
+383
+6% +$64.3K 0.84% 35
2025
Q4 		$1.23M Buy
+6,652
New +$1.34M 0.68% 48

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

Sun Financial's PANW Position: Q2 2026 in Review

Sun Financial reduced its Palo Alto Networks (PANW) stake by 71% in Q2 2026, selling an estimated $1.14M and leaving 2,059 shares worth $793K. The position accounts for 0.37% of the portfolio, ranked #77.

Sun Financial first reported a position in PANW in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.68M in Q1 2026. 2,920 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Sun Financial held 2,059 shares of Palo Alto Networks worth $793K as of Q2 2026.
  • Sun Financial sold 4,976 Palo Alto Networks shares in Q2 2026, an estimated $1.14M.
  • Palo Alto Networks made up 0.37% of Sun Financial's portfolio in Q2 2026, its #77 holding.
  • Sun Financial first reported a position in Palo Alto Networks in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's Palo Alto Networks position peaked at $1.68M in Q1 2026.
  • 2,920 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.