Position in PANW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$22,998,729
+$12,048,553 QoQ
Shares Held
67,441
-1.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
5.11%
of 13F equity value
Holder Rank
#481
of 2,893 holders
Holding Since
Dec 2022
15 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, 2026Legacy Trust holds $43,019,006 across 5 Software - Infrastructure names. PANW ranks #1 (53.5% of the industry book) .
All Filings in PANW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,998,729 | 67,441 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $10,950,176 | 68,302 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $12,254,273 | 66,527 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $13,367,856 | 65,651 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $13,496,417 | 65,952 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $11,682,014 | 68,460 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $12,462,076 | 68,488 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $11,872,081 | 34,734 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $11,898,572 | 35,098 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $9,669,796 | 34,033 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $10,173,065 | 34,499 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $8,579,800 | 36,597 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $9,466,389 | 37,049 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,438,717 | 37,242 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $5,235,819 | 37,522 | Shares | Sole | 2023-04-03 | |
| No filing history on record for this holder in this stock. | ||||||