NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in PANW — Palo Alto Networks Inc
CIK 1109767
CEDAR RAPIDS, IA
Position in PANW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,110,949
+$3,279,141 QoQ
Shares Held
20,852
-12.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#846
of 2,891 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $58,227,399 across 11 Software - Infrastructure names. PANW ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
77,996 | $29,094,067 | |
| 2 | CORZ |
Core Scientific, Inc./tx
|
441,939 | $11,309,219 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
20,852 | $7,110,949 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
33,491 | $3,907,394 | |
| 5 | ORCL |
Oracle Corp
|
16,572 | $2,428,626 | |
| 6 | TWLO |
Twilio Inc
|
8,348 | $1,722,442 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
16,176 | $771,534 | |
| 8 | CRWV |
CoreWeave, Inc.
|
6,609 | $657,859 |
All Filings in PANW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,110,949 | 20,852 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,831,808 | 23,901 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $5,362,430 | 29,112 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,458,689 | 16,986 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,401,935 | 16,624 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,772,217 | 16,246 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,920,639 | 16,051 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,676,977 | 7,832 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,537,828 | 7,486 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,119,041 | 7,458 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,503,888 | 5,100 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $711,056 | 3,033 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $771,895 | 3,021 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $696,892 | 3,489 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $511,972 | 3,669 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $250,107 | 1,527 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $865,876 | 1,753 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $883,341 | 1,419 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $702,074 | 1,261 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||