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Bay Harbor Wealth Management’s F5 FFIV Stock Holding History

Bay Harbor 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 		$4.58K Buy
11
+1
+10% +$355 ﹤0.01% 439
2026
Q1 		$2.89K Buy
10
+2
+25% +$555 ﹤0.01% 469
2025
Q4 		$2.04K Buy
8
+3
+60% +$807 ﹤0.01% 479
2025
Q3 		$1.61K Buy
5
+2
+67% +$626 ﹤0.01% 406
2025
Q2 		$882 Buy
3
+1
+50% +$276 ﹤0.01% 485
2025
Q1 		$532 Buy
+2
New +$559 ﹤0.01% 417

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

Bay Harbor Wealth Management's FFIV Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its F5 (FFIV) stake by 10% in Q2 2026, buying an estimated $355 and bringing the position to 11 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Bay Harbor Wealth Management first reported a position in FFIV in Q1 2025 and has held it in 6 quarters since. 831 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • Bay Harbor Wealth Management held 11 shares of F5 worth $4.58K as of Q2 2026.
  • Bay Harbor Wealth Management bought 1 F5 share in Q2 2026, an estimated $355.
  • F5 made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #439 holding.
  • Bay Harbor Wealth Management first reported a position in F5 in Q1 2025 and has held it in 6 quarters since.
  • 831 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.