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Livermore
Livermore
ZHEN

Trinity Financial Advisors LLC

SEC CIK
0001809574
Latest filing
Jul 6, 2026

PANW holding history

Palo Alto Networks Inc in every 13F filed by Trinity Financial Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PANW overviewAll 13F holders of PANWFull Q2 2026 holdings

Shares (Q2 2026)
3,624
Value
$1.24M
% of portfolio
0.3%
Quarters held
18
Since Q3 2021
Holdings of PANW by Trinity Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,624$1.24M0.3%−204−5.3%ReducedHolders
Q1 20263,828$613.7K0.2%+439+13.0%AddedHolders
Q4 20253,389$624.3K0.2%+225+7.1%AddedHolders
Q3 20253,164$644.3K0.2%−201−6.0%ReducedHolders
Q2 20253,365$688.6K0.2%−1,064−24.0%ReducedHolders
Q1 20254,429$731.5K0.3%−91−2.0%ReducedHolders
Q4 20244,520$816.9K0.3%+450+11.1%AddedConverted for a 2-for-1 splitHolders
Q3 20242,035$683.3K0.3%−44−2.1%ReducedHolders
Q2 20242,079$704.8K0.3%−255−10.9%ReducedHolders
Q1 20242,334$663.2K0.3%00.0%UnchangedHolders
Q4 20232,334$688.3K0.3%00.0%UnchangedHolders
Q3 20232,334$547.2K0.3%00.0%UnchangedHolders
Q2 20232,334$596.4K0.3%+1,234+112.2%AddedHolders
Q1 20231,100$219.7K0.1%+1,100NewHolders
Q4 20220$00.0%−1,500−100.0%Sold outHolders
Q3 20221,500$246.0K0.2%+1,500NewHolders
Q2 20220$00.0%−500−100.0%Sold outHolders
Q1 2022500$311.0K0.2%00.0%UnchangedHolders
Q4 2021500$278.0K0.2%00.0%UnchangedHolders
Q3 2021500$240.0K0.2%+500NewHolders