EWA
FFIV icon

EverSource Wealth Advisors’s F5 FFIV Stock Holding History

EverSource 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 		$160K Sell
385
-132
-26% -$46.9K 0.01% 1121
2026
Q1 		$150K Buy
517
+194
+60% +$53.8K ﹤0.01% 1210
2025
Q4 		$82.5K Sell
323
-524
-62% -$141K ﹤0.01% 1418
2025
Q3 		$274K Buy
847
+153
+22% +$47.9K 0.01% 763
2025
Q2 		$204K Buy
694
+354
+104% +$97.8K 0.01% 847
2025
Q1 		$90.5K Buy
340
+137
+67% +$38.3K 0.01% 946
2024
Q4 		$51K Buy
203
+49
+32% +$11.7K ﹤0.01% 1181
2024
Q3 		$33.9K Buy
154
+27
+21% +$5.23K ﹤0.01% 1235
2024
Q2 		$25.9K Buy
127
+32
+34% +$5.6K ﹤0.01% 1379
2024
Q1 		$15.7K Buy
95
+7
+8% +$1.29K ﹤0.01% 1481
2023
Q4 		$15.8K Buy
88
+3
+4% +$489 ﹤0.01% 1351
2023
Q3 		$13.7K Buy
85
+6
+8% +$938 ﹤0.01% 1271
2023
Q2 		$11.6K Buy
79
+65
+464% +$9.24K ﹤0.01% 1384
2023
Q1 		$2.04K Sell
14
-221
-94% -$31.9K ﹤0.01% 1932
2022
Q4 		$33.7K Buy
235
+84
+56% +$12.3K 0.01% 907
2022
Q3 		$22K Buy
151
+144
+2,057% +$22.8K 0.01% 870
2022
Q2 		$1K Buy
7
+1
+17% +$174 ﹤0.01% 1632
2022
Q1 		$1K Hold
6
– – ﹤0.01% 1640
2021
Q4 		$1K Buy
+6
New +$1.33K ﹤0.01% 1696

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

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

EverSource Wealth Advisors reduced its F5 (FFIV) stake by 26% in Q2 2026, selling an estimated $46.9K and leaving 385 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #1121.

EverSource Wealth Advisors first reported a position in FFIV in Q4 2021 and has held it in 19 quarters since. The position peaked at $274K in Q3 2025. 827 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • EverSource Wealth Advisors held 385 shares of F5 worth $160K as of Q2 2026.
  • EverSource Wealth Advisors sold 132 F5 shares in Q2 2026, an estimated $46.9K.
  • F5 made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1121 holding.
  • EverSource Wealth Advisors first reported a position in F5 in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's F5 position peaked at $274K in Q3 2025.
  • 827 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.