Position in PANW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,832,512
+$1,486,626 QoQ
Shares Held
8,306
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#1,212
of 2,893 holders
Holding Since
Dec 2024
7 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, 2026BankPlus Trust Department holds $18,571,110 across 9 Software - Infrastructure names. PANW ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
34,352 | $12,813,983 | |
| 2 | PANW |
Palo Alto Networks Inc
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|
8,306 | $2,832,512 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
11,116 | $2,120,766 | |
| 4 | ORCL |
Oracle Corp
|
3,902 | $571,838 | |
| 5 | CRWV |
CoreWeave, Inc.
|
1,134 | $112,878 | |
| 6 | VRSN |
Verisign Inc/Ca
|
238 | $59,871 | |
| 7 | GDDY |
GoDaddy Inc.
|
471 | $39,978 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
150 | $17,500 |
All Filings in PANW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,832,512 | 8,306 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,345,886 | 8,395 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,526,833 | 8,289 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,681,493 | 8,258 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,708,948 | 8,351 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,160,693 | 6,802 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,197,296 | 6,580 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||