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 Q2	–	Sell	-1,000	Closed	-$1K	–	4676
2017 Q1	$1K	Buy	+1,000	New	+$143K	﹤0.01%	4432

Other funds holding FFIV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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.