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Fortinet shares owned by Birch Financial Group

Quarter-by-quarter ownership of Fortinet (FTNT) shares owned by Birch Financial Group from 13F filings

Historical chart of Birch Financial Group investment in Fortinet

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All positions including Fortinet held by Birch Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fortinet by Birch Financial Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $90k 504 178.64

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Vanguard FTSE Developed Markets ETF N Ftse Dev Mkt (VEA)
Microsoft Corporation - M (MSFT)
Ameriprise Financial M (AMP)
Ishares Core S&p Small-cap Etf Re S&p Scp Etf (IJR)
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Phillips 66 M (PSX)
General Dynamics Corporation M (GD)
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Johnson & Johnson M (JNJ)
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Amazon.com, Inc. - M (AMZN)

View all positions for Birch Financial Group

Top funds holding Fortinet

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Invesco
Geode Capital Management
Norges Bank Investment Management
First Trust Advisors
Arrowstreet Capital, Limited Partnership
Bank of New York Mellon
Goldman Sachs Group
AQR Capital Management
Jane Street
Nordea Investment Management Ab
Legal & General Group

View all funds holding Fortinet