Patriot Financial Group Insurance Agency, LLC

Insurance

Position in PANW — Palo Alto Networks Inc

CIK 1694883 Westborough, MA

Position in PANW

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$939,851

+$679,140 QoQ

Shares Held

2,756

+116.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,730

of 2,893 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $33,296,854 across 9 Software - Infrastructure names. PANW ranks #5 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	52,519	$19,590,637
2	PLTR	Palantir Technologies Inc.	44,402	$5,180,381
3	FTNT	Fortinet, Inc.	19,652	$3,018,940
4	ORCL	Oracle Corp	18,638	$2,731,398
5	PANW	Palo Alto Networks Inc This page	2,756	$939,851
6	PATH	UiPath, Inc.	85,374	$928,015
7	VRSN	Verisign Inc/Ca	2,400	$603,744
8	PGY	Pagaya Technologies Ltd.	13,118	$239,403

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$939,851	2,756	+116.3%	Shares	Sole	2026-07-16
2025-06-30	$260,711	1,274	+6.1%	Shares	Sole	2025-07-21
2024-12-31	$218,533	1,201	+79.0%	Shares	Sole	2025-01-22
2024-06-30	$227,475	671	-11.1%	Shares	Sole	2024-07-26
2024-03-31	$214,518	755	+1541.3%	Shares	Sole	2024-04-30
2022-06-30	$22,721	46	+100.0%	Shares	Sole	2022-07-29
2022-03-31	$14,317	23	-52.1%	Shares	Sole	2022-05-11
2021-12-31	$26,724	48	+108.7%	Shares	Sole	2022-01-10
2021-09-30	$11,016	23	+64.3%	Shares	Sole	2021-11-24
2021-06-30	$5,194	14	-80.6%	Shares	Sole	2021-07-30
2021-03-31	$23,188	72	-74.7%	Shares	Sole	2021-04-29
2020-12-31	$101,286	285	-1.4%	Shares	Sole	2021-01-15
2020-09-30	$70,732	289	+0.3%	Shares	Sole	2020-10-21
2020-06-30	$66,144	288	-0.7%	Shares	Sole	2020-07-10
2020-03-31	$47,548	290	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.