Creative Planning
FFIV icon

Creative Planning’s F5 FFIV Stock Holding History

Creative Planning’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 		$6.04M Buy
20,884
+9,360
+81% +$2.6M ﹤0.01% 1048
2025
Q4 		$2.94M Sell
11,524
-2,339
-17% -$629K ﹤0.01% 1394
2025
Q3 		$4.48M Buy
13,863
+5,518
+66% +$1.73M ﹤0.01% 950
2025
Q2 		$2.46M Buy
8,345
+1,466
+21% +$405K ﹤0.01% 1176
2025
Q1 		$1.83M Buy
6,879
+1,047
+18% +$293K ﹤0.01% 1236
2024
Q4 		$1.47M Buy
5,832
+1,490
+34% +$356K ﹤0.01% 1350
2024
Q3 		$956K Buy
4,342
+348
+9% +$67.5K ﹤0.01% 1548
2024
Q2 		$688K Buy
3,994
+156
+4% +$27.3K ﹤0.01% 1688
2024
Q1 		$728K Buy
3,838
+172
+5% +$31.7K ﹤0.01% 1573
2023
Q4 		$656K Buy
3,666
+216
+6% +$35.2K ﹤0.01% 1511
2023
Q3 		$556K Sell
3,450
-468
-12% -$73.2K ﹤0.01% 1494
2023
Q2 		$573K Buy
3,918
+991
+34% +$141K ﹤0.01% 1466
2023
Q1 		$426K Buy
2,927
+116
+4% +$16.7K ﹤0.01% 1570
2022
Q4 		$403K Sell
2,811
-253
-8% -$37K ﹤0.01% 1540
2022
Q3 		$443K Buy
3,064
+787
+35% +$125K ﹤0.01% 1412
2022
Q2 		$348K Buy
2,277
+222
+11% +$38.6K ﹤0.01% 1516
2022
Q1 		$429K Buy
2,055
+33
+2% +$6.93K ﹤0.01% 1411
2021
Q4 		$495K Buy
2,022
+425
+27% +$94.3K ﹤0.01% 1308
2021
Q3 		$317K Buy
1,597
+389
+32% +$77.8K ﹤0.01% 1555
2021
Q2 		$225K Sell
1,208
-277
-19% -$53.3K ﹤0.01% 1743
2021
Q1 		$310K Buy
1,485
+17
+1% +$3.35K ﹤0.01% 1782
2020
Q4 		$258K Buy
+1,468
New +$223K ﹤0.01% 1714
2018
Q4 		– Sell
-1,306
Closed -$260K – 1995
2018
Q3 		$260K Buy
1,306
+2
+0.2% +$366 ﹤0.01% 1496
2018
Q2 		$225K Sell
1,304
-143
-10% -$23.8K ﹤0.01% 1566
2018
Q1 		$209K Buy
+1,447
New +$207K ﹤0.01% 1581
2017
Q4 		– Sell
-2,190
Closed -$264K – 1940
2017
Q3 		$264K Buy
2,190
+154
+8% +$18.6K ﹤0.01% 1412
2017
Q2 		$259K Buy
2,036
+197
+11% +$25.8K ﹤0.01% 1370
2017
Q1 		$262K Sell
1,839
-332
-15% -$47.4K ﹤0.01% 1338
2016
Q4 		$314K Sell
2,171
-500
-19% -$67.7K ﹤0.01% 1166
2016
Q3 		$333K Sell
2,671
-88
-3% -$10.7K ﹤0.01% 1128
2016
Q2 		$314K Sell
2,759
-35
-1% -$3.76K ﹤0.01% 1016
2016
Q1 		$296K Buy
2,794
+150
+6% +$14.4K ﹤0.01% 1004
2015
Q4 		$256K Buy
2,644
+85
+3% +$9.19K ﹤0.01% 1065
2015
Q3 		$296K Buy
+2,559
New +$313K ﹤0.01% 979
2015
Q2 		– Sell
-3,080
Closed -$354K – 1729
2015
Q1 		$354K Buy
3,080
+215
+8% +$25.3K ﹤0.01% 912
2014
Q4 		$374K Sell
2,865
-1,974
-41% -$246K ﹤0.01% 822
2014
Q3 		$575K Sell
4,839
-7,438
-61% -$874K 0.01% 600
2014
Q2 		$1.37M Sell
12,277
-3,478
-22% -$374K 0.02% 305
2014
Q1 		$1.68M Sell
15,755
-26,516
-63% -$2.81M 0.03% 235
2013
Q4 		$3.84M Buy
42,271
+41,111
+3,544% +$3.5M 0.07% 112
2013
Q3 		$100K Buy
1,160
+160
+16% +$13.6K ﹤0.01% 1116
2013
Q2 		$69K Buy
+1,000
New +$77K ﹤0.01% 1196

Other funds holding FFIV

BlackRock
BlackRock New York $5.72T 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JCAM
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Creative Planning's FFIV Position: Q1 2026 in Review

Creative Planning increased its F5 (FFIV) stake by 81% in Q1 2026, buying an estimated $2.6M and bringing the position to 20,884 shares worth $6.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Creative Planning first reported a position in FFIV in Q2 2013 and has held it in 42 quarters since. 720 funds tracked by Wall St. Rank hold FFIV as of Q1 2026.

  • Creative Planning held 20,884 shares of F5 worth $6.04M as of Q1 2026.
  • Creative Planning bought 9,360 F5 shares in Q1 2026, an estimated $2.6M.
  • F5 made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1048 holding.
  • Creative Planning first reported a position in F5 in Q2 2013 and has held it in 42 quarters since.
  • 720 funds tracked by Wall St. Rank held F5 as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.