BHWA
FFIV icon

Beacon Harbor Wealth Advisors’s F5 FFIV Stock Holding History

Beacon Harbor Wealth Advisors’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 		$8M Buy
+19,884
New +$7.07M 1.56% 30

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

Beacon Harbor Wealth Advisors's FFIV Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors opened a new position in F5 (FFIV) in Q2 2026: 19,884 shares worth $8M. The stake represents 1.56% of the portfolio and ranks #30 among its holdings.

825 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • Beacon Harbor Wealth Advisors held 19,884 shares of F5 worth $8M as of Q2 2026.
  • F5 was a new Beacon Harbor Wealth Advisors position in Q2 2026.
  • F5 made up 1.56% of Beacon Harbor Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • 825 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.