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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
Q2 		$810K Buy
1,948
+660
+51% +$235K ﹤0.01% 828
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
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

EP Wealth Advisors's FFIV Position: Q2 2026 in Review

EP Wealth Advisors increased its F5 (FFIV) stake by 51% in Q2 2026, buying an estimated $235K and bringing the position to 1,948 shares worth $810K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

EP Wealth Advisors first reported a position in FFIV in Q2 2021 and has held it in 7 quarters since. 831 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • EP Wealth Advisors held 1,948 shares of F5 worth $810K as of Q2 2026.
  • EP Wealth Advisors bought 660 F5 shares in Q2 2026, an estimated $235K.
  • F5 made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #828 holding.
  • EP Wealth Advisors first reported a position in F5 in Q2 2021 and has held it in 7 quarters since.
  • 831 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.