SFG
PANW icon

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

Synergy 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 		$329K Buy
+966
New +$221K 0.24% 82

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

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

Synergy Financial Group opened a new position in Palo Alto Networks (PANW) in Q2 2026: 966 shares worth $329K. The stake represents 0.24% of the portfolio and ranks #82 among its holdings.

2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Synergy Financial Group held 966 shares of Palo Alto Networks worth $329K as of Q2 2026.
  • Palo Alto Networks was a new Synergy Financial Group position in Q2 2026.
  • Palo Alto Networks made up 0.24% of Synergy Financial Group's portfolio in Q2 2026, its #82 holding.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.