Covestor
FFIV icon

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
Q3 		$75K Sell
167
-71
-30% -$29.2K 0.05% 511
2026
Q2 		$99K Sell
238
-25
-10% -$8.88K 0.06% 361
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Covestor's FFIV Position: Q3 2026 in Review

Covestor reduced its F5 (FFIV) stake by 30% in Q3 2026, selling an estimated $29.2K and leaving 167 shares worth $75K. The position accounts for 0.05% of the portfolio, ranked #511.

Covestor first reported a position in FFIV in Q4 2021 and has held it in 20 quarters since. The position peaked at $190K in Q3 2024. 727 funds tracked by Wall St. Rank hold FFIV as of Q3 2026.

  • Covestor held 167 shares of F5 worth $75K as of Q3 2026.
  • Covestor sold 71 F5 shares in Q3 2026, an estimated $29.2K.
  • F5 made up 0.05% of Covestor's portfolio in Q3 2026, its #511 holding.
  • Covestor first reported a position in F5 in Q4 2021 and has held it in 20 quarters since.
  • Covestor's F5 position peaked at $190K in Q3 2024.
  • 727 funds tracked by Wall St. Rank held F5 as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.