Covestor’s F5 FFIV Stock Holding History

Covestor’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 Q1	$76K	Sell	263 -200	-43%	-$55.5K	0.05%	428
2025 Q4	$118K	Buy	463 +4	+0.9%	+$1.08K	0.06%	480
2025 Q3	$149K	Sell	459 -9	-2%	-$2.82K	0.08%	340
2025 Q2	$138K	Sell	468 -49	-9%	-$13.5K	0.08%	366
2025 Q1	$138K	Sell	517 -102	-16%	-$28.5K	0.09%	300
2024 Q4	$156K	Sell	619 -243	-28%	-$58.1K	0.1%	279
2024 Q3	$190K	Buy	862 +125	+17%	+$24.2K	0.12%	193
2024 Q2	$127K	Buy	737 +7	+1%	+$1.22K	0.08%	364
2024 Q1	$138K	Buy	730 +326	+81%	+$60.1K	0.09%	320
2023 Q4	$72K	Sell	404 -66	-14%	-$10.8K	0.05%	683
2023 Q3	$76K	Buy	470 +93	+25%	+$14.5K	0.06%	573
2023 Q2	$55K	Sell	377 -21	-5%	-$2.99K	0.04%	744
2023 Q1	$58K	Buy	398 +29	+8%	+$4.19K	0.05%	651
2022 Q4	$53K	Buy	369 +84	+29%	+$12.3K	0.04%	703
2022 Q3	$41K	Buy	285 +132	+86%	+$20.9K	0.04%	769
2022 Q2	$23K	Sell	153 -2	-1%	-$348	0.02%	949
2022 Q1	$32K	Buy	155 +87	+128%	+$18.3K	0.02%	940
2021 Q4	$17K	Buy	+68	New	+$15.1K	0.02%	893

Other funds holding FFIV

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return