Position in PANW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,123,307
+$4,779,117 QoQ
Shares Held
26,753
-1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.77%
of 13F equity value
Holder Rank
#733
of 2,891 holders
Holding Since
Mar 2020
26 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, 2026Citizens Business Bank holds $40,908,463 across 7 Software - Infrastructure names. PANW ranks #3 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
33,371 | $12,448,049 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
92,899 | $10,838,526 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
26,753 | $9,123,307 | |
| 4 | TOST |
Toast, Inc.
|
165,425 | $4,602,123 | |
| 5 | ORCL |
Oracle Corp
|
21,301 | $3,121,660 | |
| 6 | SNPS |
Synopsys Inc
|
887 | $395,664 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,468 | $379,134 |
All Filings in PANW
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,123,307 | 26,753 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,344,190 | 27,097 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,058,499 | 27,462 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,468,011 | 26,854 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $5,352,154 | 26,154 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,295,349 | 25,172 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,630,725 | 8,962 | Principal | Sole | 2025-02-14 | |
| 2024-12-31 | $7,262,387 | 39,912 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,009,740 | 23,434 | Shares | Sole | 2024-11-19 | |
| 2024-06-30 | $7,993,176 | 23,578 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $6,898,959 | 24,281 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $7,187,994 | 24,376 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $6,128,260 | 26,140 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,851,755 | 26,816 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,514,222 | 27,607 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,060,473 | 29,099 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,803,632 | 29,328 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $4,883,088 | 9,886 | Shares | Sole | 2022-11-18 | |
| 2022-03-31 | $6,207,670 | 9,972 | Shares | Sole | 2022-11-18 | |
| 2021-12-31 | $5,033,664 | 9,041 | Shares | Other | 2022-11-18 | |
| 2021-09-30 | $4,311,476 | 9,001 | Shares | Sole | 2022-11-18 | |
| 2021-06-30 | $3,401,416 | 9,167 | Shares | Sole | 2022-11-18 | |
| 2021-03-31 | $3,190,328 | 9,906 | Shares | Sole | 2022-11-18 | |
| 2020-12-31 | $3,795,211 | 10,679 | Shares | Sole | 2022-11-18 | |
| 2020-09-30 | $2,746,341 | 11,221 | Shares | Other | 2022-11-18 | |
| 2020-06-30 | $2,534,405 | 11,035 | Shares | Sole | 2022-11-18 | |
| 2020-03-31 | $1,833,402 | 11,182 | Shares | Other | 2022-11-18 | |
| No filing history on record for this holder in this stock. | ||||||