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SYM Financial Corp’s Palo Alto Networks PANW Stock Holding History

SYM Financial Corp’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 		$332K Buy
+974
New +$223K 0.03% 230
2025
Q3 		– Sell
-1,258
Closed -$257K – 449
2025
Q2 		$257K Sell
1,258
-2,789
-69% -$518K 0.03% 250
2025
Q1 		$691K Buy
4,047
+55
+1% +$10.2K 0.09% 70
2024
Q4 		$726K Buy
+3,992
New +$754K 0.09% 61

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 $3.37T AUM 44.26% 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

SYM Financial Corp's PANW Position: Q2 2026 in Review

SYM Financial Corp opened a new position in Palo Alto Networks (PANW) in Q2 2026: 974 shares worth $332K. The stake represents 0.03% of the portfolio and ranks #230 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in PANW as recently as Q2 2025.

SYM Financial Corp first reported a position in PANW in Q4 2024 and has held it in 4 quarters since. The position peaked at $726K in Q4 2024. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • SYM Financial Corp held 974 shares of Palo Alto Networks worth $332K as of Q2 2026.
  • Palo Alto Networks was a new SYM Financial Corp position in Q2 2026.
  • Palo Alto Networks made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #230 holding.
  • SYM Financial Corp first reported a position in Palo Alto Networks in Q4 2024 and has held it in 4 quarters since.
  • SYM Financial Corp's Palo Alto Networks position peaked at $726K in Q4 2024.
  • 2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.