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
2017
Q1 		– Sell
-2,000
Closed -$38K – 4724
2016
Q4 		$38K Buy
+2,000
New +$271K ﹤0.01% 2605
2015
Q1 		– Sell
-300
Closed -$1K – 4273
2014
Q4 		$1K Hold
300
– – ﹤0.01% 3967
2014
Q3 		$4K Hold
300
– – ﹤0.01% 3389
2014
Q2 		$3K Hold
300
– – ﹤0.01% 3396
2014
Q1 		$4K Buy
+300
New +$31.7K ﹤0.01% 3163

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.