TRUIST FINANCIAL CORP PANW — PALO ALTO

Ownership history in TRUIST FINANCIAL CORP  ·  42 quarters on record

AI Ownership Summary

TRUIST FINANCIAL CORP reported PALO ALTO (PANW) in 42 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.23% in 2025 Q2. The latest visible filing shows PANW at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PANW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TRUIST FINANCIAL CORP's position in PALO ALTO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PANW was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PANW stock page TRUIST FINANCIAL CORP fund profile TRUIST FINANCIAL CORP full holdings
How TRUIST FINANCIAL CORP held PANW — position size vs. price
% of Fund (quarterly)    PANW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 15 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 539,857 -254,046 -32.0% 0.12% $86.5M 2026-04-27 $182.90
2025 Q4 ADDED — — — 793,903 +791,403 +31656.1% 0.19% $146.2M 2026-02-02 $175.42
2025 Q3 REDUCED 99.7% -8.2% ✅ 2,500 -774,899 -99.7% 0.00% $509K 2025-11-03 $219.23
2025 Q3 ADDED — — — 777,399 +774,899 +30996.0% 0.21% $158.3M 2025-11-03 $219.23
2025 Q2 REDUCED 99.7% -0.3% ✅ 2,500 -755,762 -99.7% 0.00% $512K 2025-07-18 $195.78
2025 Q2 REDUCED — — — 758,262 -11,291 -1.5% 0.23% $155.2M 2025-07-18 $195.78
2025 Q1 ADDED — — — 769,553 +95,786 +14.2% 0.21% $131.3M 2025-04-29 $186.65
2024 Q4 ADDED — — — 673,767 +353,377 +110.3% 0.19% $122.6M 2025-01-31 $184.42
2024 Q3 ADDED — — — 320,390 +318,890 +21259.3% 0.17% $109.5M 2024-11-13 $201.18
2024 Q3 REDUCED 99.5% +7.8% ❌ 1,500 -304,327 -99.5% 0.00% $513K 2024-11-13 $201.18
2024 Q2 ADDED — — — 305,827 +304,327 +20288.5% 0.16% $103.7M 2024-08-21 $179.88
2024 Q2 REDUCED 99.4% +0.8% ❌ 1,500 -266,676 -99.4% 0.00% $509K 2024-08-21 $179.88
2024 Q1 ADDED — — — 268,176 +266,676 +17778.4% 0.12% $76.2M 2024-05-13 $151.12
2024 Q1 REDUCED 99.3% +20.0% ❌ 1,500 -225,400 -99.3% 0.00% $426K 2024-05-13 $151.12
2023 Q4 ADDED — — — 226,900 +37,099 +19.5% 0.11% $66.9M 2024-02-02 $172.53
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PANW

As of 2026 Q1 — sorted by position size

WORMSER FRERES GESTION 6.4% Robocap Asset Management Ltd 4.67% TRAN CAPITAL MANAGEMENT, L.P. 3Y 7Y 4.48% ARCADIA INVESTMENT MANAGEMENT CORP/MI 3Y 7Y 3.77% Spurstone Advisory Services, LLC 3.29% Family Legacy Financial Solutions, LLC 3.26% Washington Trust Advisors, Inc. 3Y 3.16% MOGY JOEL R INVESTMENT COUNSEL INC 3Y 7Y 3.1% Sitrin Capital Management LLC 3Y 7Y 3.04% Randolph Co Inc 3Y 7Y 3.02%

FAQ About TRUIST FINANCIAL CORP and PANW

These are the practical questions this page is built to answer before you even open the full history table.

How long has TRUIST FINANCIAL CORP reported owning PANW?

TRUIST FINANCIAL CORP reported PANW across 15 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PANW position in TRUIST FINANCIAL CORP's portfolio?

The largest reported portfolio weight for PANW was 0.23% in 2025 Q2.

What is the latest reported PANW position on this page?

The most recent filing on this page is 2026 Q1, when TRUIST FINANCIAL CORP reported 539,857 shares, equal to 0.12% of portfolio, with an estimated market value of $86.5M.

What does the chart on this PANW ownership page compare?

The chart compares TRUIST FINANCIAL CORP's quarterly PANW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TRUIST FINANCIAL CORP time their PANW position?

Based on 13F filing dates vs. subsequent PANW price moves, TRUIST FINANCIAL CORP correctly timed 25 out of 41 reported position changes (61%). The annualised alpha on PANW relative to SPY over the holding period was +11.6%.

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