SYM Financial Corp
PANW icon

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
Q3 		$376K Sell
945
-29
-3% -$10.3K 0.03% 225
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

SYM Financial Corp's PANW Position: Q3 2026 in Review

SYM Financial Corp reduced its Palo Alto Networks (PANW) stake by 3% in Q3 2026, selling an estimated $10.3K and leaving 945 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #225.

SYM Financial Corp first reported a position in PANW in Q4 2024 and has held it in 5 quarters since. The position peaked at $726K in Q4 2024. 1,854 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • SYM Financial Corp held 945 shares of Palo Alto Networks worth $376K as of Q3 2026.
  • SYM Financial Corp sold 29 Palo Alto Networks shares in Q3 2026, an estimated $10.3K.
  • Palo Alto Networks made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #225 holding.
  • SYM Financial Corp first reported a position in Palo Alto Networks in Q4 2024 and has held it in 5 quarters since.
  • SYM Financial Corp's Palo Alto Networks position peaked at $726K in Q4 2024.
  • 1,854 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.