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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Creative Planning's FFIV Position: Q2 2026 in Review

Creative Planning increased its F5 (FFIV) stake by 55% in Q2 2026, buying an estimated $4.05M and bringing the position to 32,274 shares worth $13.4M. The position accounts for 0.01% of the portfolio, ranked #694.

Creative Planning first reported a position in FFIV in Q2 2013 and has held it in 43 quarters since. 831 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • Creative Planning held 32,274 shares of F5 worth $13.4M as of Q2 2026.
  • Creative Planning bought 11,390 F5 shares in Q2 2026, an estimated $4.05M.
  • F5 made up 0.01% of Creative Planning's portfolio in Q2 2026, its #694 holding.
  • Creative Planning first reported a position in F5 in Q2 2013 and has held it in 43 quarters since.
  • 831 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.