FFM
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Forum Financial Management’s F5 FFIV Stock Holding History

Forum Financial Management’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 		– Sell
-1,460
Closed -$373K – 571
2025
Q4 		$373K Sell
1,460
-81
-5% -$21.8K ﹤0.01% 629
2025
Q3 		$498K Buy
1,541
+1
+0.1% +$313 0.01% 457
2025
Q2 		$453K Buy
1,540
+79
+5% +$21.8K 0.01% 456
2025
Q1 		$389K Buy
1,461
+251
+21% +$70.2K 0.01% 460
2024
Q4 		$304K Buy
+1,210
New +$289K 0.01% 605
2022
Q2 		– Sell
-1,022
Closed -$213K – 605
2022
Q1 		$213K Hold
1,022
– – 0.01% 540
2021
Q4 		$250K Buy
+1,022
New +$227K 0.01% 503

Other funds holding FFIV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Forum Financial Management's FFIV Position: Q1 2026 in Review

Forum Financial Management sold out of F5 (FFIV) in Q1 2026, closing a stake of 1,460 shares — an estimated $373K sold.

Forum Financial Management first reported a position in FFIV in Q4 2021 and held it in 7 quarters. The position peaked at $498K in Q3 2025. 724 funds tracked by Wall St. Rank hold FFIV as of Q1 2026.

  • Forum Financial Management reported no remaining F5 position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,460 F5 shares in Q1 2026, an estimated $373K.
  • Forum Financial Management first reported a position in F5 in Q4 2021 and held it in 7 quarters.
  • Forum Financial Management's F5 position peaked at $498K in Q3 2025.
  • 724 funds tracked by Wall St. Rank held F5 as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.