Berger Financial Group
FFIV icon

Berger Financial Group’s F5 FFIV Stock Holding History

Berger Financial Group’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
Q3 		$9.6M Sell
21,665
-628
-3% -$258K 0.48% 41
2026
Q2 		$9.27M Sell
22,293
-1,006
-4% -$358K 0.47% 42
2026
Q1 		$6.74M Buy
23,299
+1,471
+7% +$408K 0.38% 58
2025
Q4 		$5.57M Buy
21,828
+221
+1% +$59.5K 0.32% 69
2025
Q3 		$6.98M Sell
21,607
-202
-0.9% -$63.2K 0.42% 51
2025
Q2 		$6.42M Buy
21,809
+134
+0.6% +$37K 0.41% 50
2025
Q1 		$5.77M Sell
21,675
-5,809
-21% -$1.62M 0.4% 61
2024
Q4 		$6.91M Sell
27,484
-148
-0.5% -$35.4K 0.48% 45
2024
Q3 		$6.08M Sell
27,632
-159
-0.6% -$30.8K 0.44% 52
2024
Q2 		$4.79M Buy
27,791
+121
+0.4% +$21.2K 0.38% 71
2024
Q1 		$5.25M Sell
27,670
-3,207
-10% -$592K 0.43% 62
2023
Q4 		$5.53M Sell
30,877
-772
-2% -$126K 0.57% 42
2023
Q3 		$5.1M Buy
31,649
+161
+0.5% +$25.2K 0.59% 42
2023
Q2 		$4.61M Sell
31,488
-943
-3% -$134K 0.52% 53
2023
Q1 		$4.72M Buy
32,431
+13,857
+75% +$2M 0.57% 49
2022
Q4 		$2.67M Buy
18,574
+1,555
+9% +$228K 0.35% 78
2022
Q3 		$2.46M Buy
+17,019
New +$2.7M 0.36% 76
2022
Q2 		– Sell
-22,558
Closed -$4.71M – 261
2022
Q1 		$4.71M Buy
22,558
+1,276
+6% +$268K 0.6% 46
2021
Q4 		$5.21M Buy
21,282
+585
+3% +$130K 0.69% 42
2021
Q3 		$4.11M Buy
20,697
+171
+0.8% +$34.2K 0.74% 51
2021
Q2 		$3.83M Buy
20,526
+1,053
+5% +$203K 0.69% 55
2021
Q1 		$4.06M Buy
+19,473
New +$3.84M 0.88% 45

Other funds holding FFIV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Berger Financial Group's FFIV Position: Q3 2026 in Review

Berger Financial Group reduced its F5 (FFIV) stake by 2.8% in Q3 2026, selling an estimated $258K and leaving 21,665 shares worth $9.6M. The position accounts for 0.48% of the portfolio, ranked #41.

Berger Financial Group first reported a position in FFIV in Q1 2021 and has held it in 22 quarters since. 727 funds tracked by Wall St. Rank hold FFIV as of Q3 2026.

  • Berger Financial Group held 21,665 shares of F5 worth $9.6M as of Q3 2026.
  • Berger Financial Group sold 628 F5 shares in Q3 2026, an estimated $258K.
  • F5 made up 0.48% of Berger Financial Group's portfolio in Q3 2026, its #41 holding.
  • Berger Financial Group first reported a position in F5 in Q1 2021 and has held it in 22 quarters since.
  • 727 funds tracked by Wall St. Rank held F5 as of Q3 2026.

Based on Berger Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.