EP Wealth Advisors’s F5 FFIV Stock Holding History

EP Wealth Advisors’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	$373K	Buy	1,288 +425	+49%	+$118K	﹤0.01%	1049
2025 Q4	$220K	Buy	+863	New	+$232K	﹤0.01%	1332
2025 Q2	$461K	Buy	+1,565	New	+$432K	﹤0.01%	809
2022 Q2	–	Sell	-1,180	Closed	-$247K	–	655
2022 Q1	$247K	Sell	1,180 -449	-28%	-$94.2K	0.01%	524
2021 Q4	$399K	Buy	+1,629	New	+$362K	0.01%	403
2021 Q3	–	Sell	-1,838	Closed	-$343K	–	542
2021 Q2	$343K	Buy	+1,838	New	+$354K	0.01%	414

Other funds holding FFIV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

EP Wealth Advisors's FFIV Position: Q1 2026 in Review

EP Wealth Advisors increased its F5 (FFIV) stake by 49% in Q1 2026, buying an estimated $118K and bringing the position to 1,288 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

EP Wealth Advisors first reported a position in FFIV in Q2 2021 and has held it in 6 quarters since. The position peaked at $461K in Q2 2025. 720 funds tracked by Wall St. Rank hold FFIV as of Q1 2026.

EP Wealth Advisors held 1,288 shares of F5 worth $373K as of Q1 2026.
EP Wealth Advisors bought 425 F5 shares in Q1 2026, an estimated $118K.
F5 made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1049 holding.
EP Wealth Advisors first reported a position in F5 in Q2 2021 and has held it in 6 quarters since.
EP Wealth Advisors's F5 position peaked at $461K in Q2 2025.
720 funds tracked by Wall St. Rank held F5 as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.