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Bogart Wealth LLC’s F5 FFIV Stock Holding History

Bogart Wealth LLC’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 		$4.16K Buy
+10
New +$3.55K ﹤0.01% 1255
2025
Q4 		– Sell
-2
Closed -$646 – 1620
2025
Q3 		$646 Buy
+2
New +$626 ﹤0.01% 1353

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's FFIV Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in F5 (FFIV) in Q2 2026: 10 shares worth $4.16K. The stake represents ﹤0.01% of the portfolio and ranks #1255 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in FFIV as recently as Q3 2025.

Bogart Wealth LLC first reported a position in FFIV in Q3 2025 and has held it in 2 quarters since. 833 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • Bogart Wealth LLC held 10 shares of F5 worth $4.16K as of Q2 2026.
  • F5 was a new Bogart Wealth LLC position in Q2 2026.
  • F5 made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1255 holding.
  • Bogart Wealth LLC first reported a position in F5 in Q3 2025 and has held it in 2 quarters since.
  • 833 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.