Global Financial Private Client, LLC
Position in PANW — Palo Alto Networks Inc
CIK 2023568
Sarasota, FL
Position in PANW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,844,447
+$1,573,912 QoQ
Shares Held
8,341
+5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#1,211
of 2,893 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, 2026Global Financial Private Client, LLC holds $15,998,429 across 8 Software - Infrastructure names. PANW ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
19,540 | $7,288,810 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
8,341 | $2,844,447 | |
| 3 | FTNT |
Fortinet, Inc.
|
15,934 | $2,447,780 | |
| 4 | ORCL |
Oracle Corp
|
8,010 | $1,173,865 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
7,567 | $882,841 | |
| 6 | SNPS |
Synopsys Inc
|
1,523 | $679,364 | |
| 7 | NET |
Cloudflare, Inc.
|
1,618 | $396,862 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
5,964 | $284,460 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,844,447 | 8,341 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,270,535 | 7,925 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $1,052,886 | 5,716 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,149,638 | 5,646 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $1,143,323 | 5,587 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $752,351 | 4,409 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $791,526 | 4,350 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $743,756 | 2,176 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $814,980 | 2,404 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $670,262 | 2,359 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $576,785 | 1,956 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $426,446 | 1,819 | Shares | Sole | 2024-05-16 | |
| 2023-06-30 | $465,539 | 1,822 | Shares | Sole | 2024-05-16 | |
| 2023-03-31 | $440,826 | 2,207 | Shares | Sole | 2024-05-16 | |
| 2022-12-31 | $314,383 | 2,253 | Shares | Sole | 2024-05-16 | |
| 2022-09-30 | $4,913 | 30 | Shares | Sole | 2024-05-16 | |
| 2022-06-30 | $4,939 | 10 | Shares | Sole | 2024-05-16 | |
| 2022-03-31 | $6,225 | 10 | Shares | Sole | 2024-05-16 | |
| 2021-12-31 | $5,567 | 10 | Shares | Sole | 2024-05-16 | |
| 2021-09-30 | $4,789 | 10 | Shares | Sole | 2024-05-16 | |
| 2021-06-30 | $3,710 | 10 | Shares | Sole | 2024-05-16 | |
| 2021-03-31 | $3,220 | 10 | Shares | Sole | 2024-05-16 | |
| 2020-12-31 | $3,909 | 11 | Shares | Sole | 2024-05-16 | |
| 2020-09-30 | $13,461 | 55 | Shares | Sole | 2024-05-16 | |
| 2020-06-30 | $13,320 | 58 | Shares | Sole | 2024-05-16 | |
| 2020-03-31 | $9,509 | 58 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||