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Congress Wealth Management’s F5 FFIV Stock Holding History

Congress 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 		$805K Buy
2,734
+860
+46% +$238K 0.01% 765
2025
Q1 		$499K Buy
1,874
+801
+75% +$224K 0.01% 816
2024
Q4 		$270K Buy
1,073
+16
+2% +$3.83K ﹤0.01% 789
2024
Q3 		$233K Buy
+1,057
New +$205K ﹤0.01% 794

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's FFIV Position: Q2 2025 in Review

Congress Wealth Management increased its F5 (FFIV) stake by 46% in Q2 2025, buying an estimated $238K and bringing the position to 2,734 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #765.

Congress Wealth Management first reported a position in FFIV in Q3 2024 and has held it in 4 quarters since. 726 funds tracked by Wall St. Rank hold FFIV as of Q2 2025.

  • Congress Wealth Management held 2,734 shares of F5 worth $805K as of Q2 2025.
  • Congress Wealth Management bought 860 F5 shares in Q2 2025, an estimated $238K.
  • F5 made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #765 holding.
  • Congress Wealth Management first reported a position in F5 in Q3 2024 and has held it in 4 quarters since.
  • 726 funds tracked by Wall St. Rank held F5 as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.