Financial Solutions Advisory Group, Inc.
Position in PANW — Palo Alto Networks Inc
CIK 2135269
CHICAGO, IL
Position in PANW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$644,868
+$348,918 QoQ
Shares Held
1,891
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,914
of 2,893 holders
Holding Since
Mar 2026
2 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, 2026Financial Solutions Advisory Group, Inc. holds $6,018,483 across 6 Software - Infrastructure names. PANW ranks #2 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,774 | $4,018,917 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
1,891 | $644,868 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
4,443 | $518,364 | |
| 4 | ORCL |
Oracle Corp
|
2,399 | $351,573 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
5,920 | $282,361 | |
| 6 | BB |
BLACKBERRY Ltd
|
16,000 | $202,400 |
All Filings in PANW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $644,868 | 1,891 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $295,950 | 1,846 | Shares | Sole | 2026-06-01 | |
| No filing history on record for this holder in this stock. | ||||||