BFG
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
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 $6.73T 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

Berger Financial Group's FFIV Position: Q2 2026 in Review

Berger Financial Group reduced its F5 (FFIV) stake by 4.3% in Q2 2026, selling an estimated $358K and leaving 22,293 shares worth $9.27M. The position accounts for 0.47% of the portfolio, ranked #42.

Berger Financial Group first reported a position in FFIV in Q1 2021 and has held it in 21 quarters since. 831 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • Berger Financial Group held 22,293 shares of F5 worth $9.27M as of Q2 2026.
  • Berger Financial Group sold 1,006 F5 shares in Q2 2026, an estimated $358K.
  • F5 made up 0.47% of Berger Financial Group's portfolio in Q2 2026, its #42 holding.
  • Berger Financial Group first reported a position in F5 in Q1 2021 and has held it in 21 quarters since.
  • 831 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.