Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,438,872
-$172,693 QoQ
Shares Held
8,975
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Brown Financial Advisors holds $8,067,926 across 3 Software - Infrastructure names. PANW ranks #2 (17.8% of the industry book) .
All Filings in PANW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,438,872 | 8,975 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,611,565 | 8,749 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,785,951 | 8,771 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,728,389 | 8,446 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,422,284 | 8,335 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,286,275 | 7,069 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,268,419 | 3,711 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,827,941 | 5,392 | Shares | Sole | 2024-08-30 | |
| No filing history on record for this holder in this stock. | ||||||