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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sun Financial's PANW Position: Q1 2026 in Review

Sun Financial increased its Palo Alto Networks (PANW) stake by 5.8% in Q1 2026, buying an estimated $64.3K and bringing the position to 7,035 shares worth $1.68M. The position accounts for 0.84% of the portfolio, ranked #35.

Sun Financial first reported a position in PANW in Q4 2025 and has held it in 2 quarters since. 2,467 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Sun Financial held 7,035 shares of Palo Alto Networks worth $1.68M as of Q1 2026.
Sun Financial bought 383 Palo Alto Networks shares in Q1 2026, an estimated $64.3K.
Palo Alto Networks made up 0.84% of Sun Financial's portfolio in Q1 2026, its #35 holding.
Sun Financial first reported a position in Palo Alto Networks in Q4 2025 and has held it in 2 quarters since.
2,467 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.