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 Q2	$2.5M	Sell	6,012 -176	-3%	-$62.5K	0.79%	32
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Beacon Investment Advisors's FFIV Position: Q2 2026 in Review

Beacon Investment Advisors reduced its F5 (FFIV) stake by 2.8% in Q2 2026, selling an estimated $62.5K and leaving 6,012 shares worth $2.5M. The position accounts for 0.79% of the portfolio, ranked #32.

Beacon Investment Advisors first reported a position in FFIV in Q4 2022 and has held it in 15 quarters since. 832 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

Beacon Investment Advisors held 6,012 shares of F5 worth $2.5M as of Q2 2026.
Beacon Investment Advisors sold 176 F5 shares in Q2 2026, an estimated $62.5K.
F5 made up 0.79% of Beacon Investment Advisors's portfolio in Q2 2026, its #32 holding.
Beacon Investment Advisors first reported a position in F5 in Q4 2022 and has held it in 15 quarters since.
832 funds tracked by Wall St. Rank held F5 as of Q2 2026.

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