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

Western 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	$221K	Buy	+648	New	+$148K	0.06%	126
2026 Q1	–	Sell	-4,198	Closed	-$773K	–	140
2025 Q4	$773K	Sell	4,198 -38	-0.9%	-$7.67K	0.31%	71
2025 Q3	$863K	Sell	4,236 -269	-6%	-$51.5K	0.38%	66
2025 Q2	$922K	Sell	4,505 -43	-0.9%	-$7.99K	0.49%	57
2025 Q1	$776K	Sell	4,548 -328	-7%	-$60.7K	0.45%	70
2024 Q4	$887K	Sell	4,876 -222	-4%	-$41.9K	0.49%	53
2024 Q3	$871K	Sell	5,098 -310	-6%	-$52.2K	0.49%	61
2024 Q2	$917K	Buy	5,408 +70	+1%	+$10.5K	0.55%	56
2024 Q1	$758K	Buy	5,338 +566	+12%	+$89.3K	0.46%	69
2023 Q4	$704K	Buy	+4,772	New	+$638K	0.47%	62
2023 Q1	–	Sell	-15,170	Closed	-$1.06M	–	119
2022 Q4	$1.06M	Sell	15,170 -380	-2%	-$30.5K	0.69%	25
2022 Q3	$1.27M	Buy	15,550 +1,594	+11%	+$138K	0.89%	17
2022 Q2	$1.15M	Buy	13,956 +8,376	+150%	+$743K	0.82%	24
2022 Q1	$579K	Buy	+5,580	New	+$499K	0.34%	63

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

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

Western Financial Corp opened a new position in Palo Alto Networks (PANW) in Q2 2026: 648 shares worth $221K. The stake represents 0.06% of the portfolio and ranks #126 among its holdings. This is a return to the name: Western Financial Corp previously reported a position in PANW as recently as Q4 2025.

Western Financial Corp first reported a position in PANW in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.27M in Q3 2022. 1,120 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Western Financial Corp held 648 shares of Palo Alto Networks worth $221K as of Q2 2026.
Palo Alto Networks was a new Western Financial Corp position in Q2 2026.
Palo Alto Networks made up 0.06% of Western Financial Corp's portfolio in Q2 2026, its #126 holding.
Western Financial Corp first reported a position in Palo Alto Networks in Q1 2022 and has held it in 14 quarters since.
Western Financial Corp's Palo Alto Networks position peaked at $1.27M in Q3 2022.
1,120 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.