AWM
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AE Wealth Management’s F5 FFIV Stock Holding History

AE Wealth Management’s Portfolio FFIV Stock Details FFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$755K Buy
1,814
+178
+11% +$63.3K ﹤0.01% 1028
2026
Q1 		$473K Sell
1,636
-666
-29% -$185K ﹤0.01% 1142
2025
Q4 		$588K Sell
2,302
-1,638
-42% -$441K ﹤0.01% 982
2025
Q3 		$1.27M Sell
3,940
-714
-15% -$224K 0.01% 690
2025
Q2 		$1.37M Sell
4,654
-312
-6% -$86.2K 0.01% 636
2025
Q1 		$1.32M Sell
4,966
-1,029
-17% -$288K 0.01% 646
2024
Q4 		$1.51M Sell
5,995
-668
-10% -$160K 0.01% 611
2024
Q3 		$1.47M Sell
6,663
-1,509
-18% -$293K 0.01% 621
2024
Q2 		$1.41M Sell
8,172
-681
-8% -$119K 0.01% 618
2024
Q1 		$1.68M Sell
8,853
-10,947
-55% -$2.02M 0.02% 537
2023
Q4 		$3.64M Sell
19,800
-36,138
-65% -$5.9M 0.02% 695
2023
Q3 		$9.01M Buy
55,938
+27,737
+98% +$4.34M 0.05% 402
2023
Q2 		$4.12M Buy
28,201
+3,065
+12% +$436K 0.02% 598
2023
Q1 		$3.66M Sell
25,136
-12,503
-33% -$1.8M 0.02% 594
2022
Q4 		$5.4M Buy
37,639
+16,446
+78% +$2.41M 0.04% 459
2022
Q3 		$3.07M Buy
21,193
+2,743
+15% +$434K 0.02% 567
2022
Q2 		$2.82M Buy
18,450
+657
+4% +$114K 0.02% 555
2022
Q1 		$3.72M Buy
17,793
+461
+3% +$96.8K 0.03% 525
2021
Q4 		$4.24M Buy
17,332
+550
+3% +$122K 0.03% 455
2021
Q3 		$3.34M Buy
16,782
+790
+5% +$158K 0.03% 486
2021
Q2 		$2.98M Buy
15,992
+980
+7% +$188K 0.03% 512
2021
Q1 		$3.13M Sell
15,012
-1,606
-10% -$316K 0.03% 442
2020
Q4 		$2.92M Buy
16,618
+2,781
+20% +$422K 0.03% 383
2020
Q3 		$1.7M Buy
13,837
+5,079
+58% +$683K 0.02% 478
2020
Q2 		$1.22M Buy
+8,758
New +$1.18M 0.02% 555

Other funds holding FFIV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AE Wealth Management's FFIV Position: Q2 2026 in Review

AE Wealth Management increased its F5 (FFIV) stake by 11% in Q2 2026, buying an estimated $63.3K and bringing the position to 1,814 shares worth $755K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

AE Wealth Management first reported a position in FFIV in Q2 2020 and has held it in 25 quarters since. The position peaked at $9.01M in Q3 2023. 831 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • AE Wealth Management held 1,814 shares of F5 worth $755K as of Q2 2026.
  • AE Wealth Management bought 178 F5 shares in Q2 2026, an estimated $63.3K.
  • F5 made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1028 holding.
  • AE Wealth Management first reported a position in F5 in Q2 2020 and has held it in 25 quarters since.
  • AE Wealth Management's F5 position peaked at $9.01M in Q3 2023.
  • 831 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.