Beacon Investment Advisors’s F5 FFIV Stock Holding History

Beacon Investment 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 Q1	$1.79M	Sell	6,188 -400	-6%	-$111K	0.68%	41
2025 Q4	$1.68M	Sell	6,588 -539	-8%	-$145K	0.67%	43
2025 Q3	$2.3M	Sell	7,127 -16	-0.2%	-$5.01K	0.94%	29
2025 Q2	$2.11M	Hold	7,143	–	–	0.91%	29
2025 Q1	$1.9M	Hold	7,143	–	–	0.9%	31
2024 Q4	$1.8M	Sell	7,143 -45	-0.6%	-$10.8K	0.84%	30
2024 Q3	$1.58M	Buy	7,188 +50	+0.7%	+$9.69K	0.75%	41
2024 Q2	$1.23M	Hold	7,138	–	–	0.63%	51
2024 Q1	$1.35M	Hold	7,138	–	–	0.77%	44
2023 Q4	$1.28M	Sell	7,138 -400	-5%	-$65.3K	0.82%	41
2023 Q3	$1.21M	Sell	7,538 -40	-0.5%	-$6.26K	0.86%	38
2023 Q2	$1.11M	Sell	7,578 -25	-0.3%	-$3.55K	0.76%	42
2023 Q1	$1.11M	Hold	7,603	–	–	0.81%	38
2022 Q4	$1.09M	Buy	+7,603	New	+$1.11M	0.91%	34

Other funds holding FFIV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Beacon Investment Advisors's FFIV Position: Q1 2026 in Review

Beacon Investment Advisors reduced its F5 (FFIV) stake by 6.1% in Q1 2026, selling an estimated $111K and leaving 6,188 shares worth $1.79M. The position accounts for 0.68% of the portfolio, ranked #41.

Beacon Investment Advisors first reported a position in FFIV in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.3M in Q3 2025. 720 funds tracked by Wall St. Rank hold FFIV as of Q1 2026.

Beacon Investment Advisors held 6,188 shares of F5 worth $1.79M as of Q1 2026.
Beacon Investment Advisors sold 400 F5 shares in Q1 2026, an estimated $111K.
F5 made up 0.68% of Beacon Investment Advisors's portfolio in Q1 2026, its #41 holding.
Beacon Investment Advisors first reported a position in F5 in Q4 2022 and has held it in 14 quarters since.
Beacon Investment Advisors's F5 position peaked at $2.3M in Q3 2025.
720 funds tracked by Wall St. Rank held F5 as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.