Capital A Wealth Management’s F5 FFIV Stock Holding History

Capital A Wealth Management’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
2025 Q2	–	Sell	-732	Closed	-$195K	–	585
2025 Q1	$195K	Sell	732 -149	-17%	-$41.7K	0.2%	67
2024 Q4	$222K	Buy	+881	New	+$211K	0.37%	63

Other funds holding FFIV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital A Wealth Management's FFIV Position: Q2 2025 in Review

Capital A Wealth Management sold out of F5 (FFIV) in Q2 2025, closing a stake of 732 shares — an estimated $195K sold.

Capital A Wealth Management first reported a position in FFIV in Q4 2024 and held it in 2 quarters. The position peaked at $222K in Q4 2024. 723 funds tracked by Wall St. Rank hold FFIV as of Q2 2025.

Capital A Wealth Management reported no remaining F5 position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 732 F5 shares in Q2 2025, an estimated $195K.
Capital A Wealth Management first reported a position in F5 in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's F5 position peaked at $222K in Q4 2024.
723 funds tracked by Wall St. Rank held F5 as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.