Position in PANW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$20,863,944
+$11,014,685 QoQ
Shares Held
61,181
-0.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#511
of 2,893 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $83,023,876 across 11 Software - Infrastructure names. PANW ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
81,778 | $30,504,829 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
61,181 | $20,863,944 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
159,459 | $18,604,081 | |
| 4 | ORCL |
Oracle Corp
|
34,390 | $5,039,854 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
97,700 | $4,659,923 | |
| 6 | CRWV |
CoreWeave, Inc.
|
11,541 | $1,148,791 | |
| 7 | NET |
Cloudflare, Inc.
|
3,374 | $827,574 | |
| 8 | ZS |
Zscaler, Inc.
|
3,887 | $548,650 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,863,944 | 61,181 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $9,849,259 | 61,435 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $12,789,558 | 69,433 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,013,332 | 68,821 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $12,873,493 | 62,908 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $14,485,653 | 79,609 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $16,354,446 | 47,848 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $19,016,765 | 56,095 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $15,874,058 | 55,869 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $16,604,692 | 56,310 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $13,097,928 | 55,869 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $12,427,750 | 48,639 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $9,582,925 | 47,977 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $6,942,952 | 49,756 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $7,053,616 | 43,065 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $5,459,022 | 11,052 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $6,775,400 | 10,884 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $5,710,128 | 10,256 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $4,791,434 | 10,003 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $3,405,498 | 9,178 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $2,200,637 | 6,833 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $984,785 | 2,771 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $8,223,360 | 33,599 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $3,501,774 | 15,247 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $484,501 | 2,955 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||