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TFC Financial Management’s Palo Alto Networks PANW Stock Holding History

TFC Financial Management’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 		$348K Buy
1,019
+141
+16% +$32.3K 0.04% 108
2026
Q1 		$141K Buy
878
+462
+111% +$77.6K 0.02% 163
2025
Q4 		$76.6K Sell
416
-60
-13% -$12.1K 0.01% 237
2025
Q3 		$96.9K Hold
476
– – 0.01% 203
2025
Q2 		$97.4K Sell
476
-66
-12% -$12.3K 0.01% 205
2025
Q1 		$92.5K Buy
542
+55
+11% +$10.2K 0.01% 198
2024
Q4 		$88.6K Sell
487
-51
-9% -$9.63K 0.01% 202
2024
Q3 		$91.9K Buy
538
+458
+573% +$77.1K 0.01% 198
2024
Q2 		$13.6K Buy
80
+68
+567% +$10.2K ﹤0.01% 325
2024
Q1 		$1.71K Buy
12
+6
+100% +$946 ﹤0.01% 491
2023
Q4 		$885 Sell
6
-2
-25% -$267 ﹤0.01% 528
2023
Q3 		$938 Sell
8
-2
-20% -$237 ﹤0.01% 533
2023
Q2 		$1.28K Buy
10
+8
+400% +$832 ﹤0.01% 488
2023
Q1 		$200 Buy
+2
New +$169 ﹤0.01% 661

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

TFC Financial Management's PANW Position: Q2 2026 in Review

TFC Financial Management increased its Palo Alto Networks (PANW) stake by 16% in Q2 2026, buying an estimated $32.3K and bringing the position to 1,019 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #108.

TFC Financial Management first reported a position in PANW in Q1 2023 and has held it in 14 quarters since. 1,372 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • TFC Financial Management held 1,019 shares of Palo Alto Networks worth $348K as of Q2 2026.
  • TFC Financial Management bought 141 Palo Alto Networks shares in Q2 2026, an estimated $32.3K.
  • Palo Alto Networks made up 0.04% of TFC Financial Management's portfolio in Q2 2026, its #108 holding.
  • TFC Financial Management first reported a position in Palo Alto Networks in Q1 2023 and has held it in 14 quarters since.
  • 1,372 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.