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GeoWealth Management’s F5 FFIV Stock Holding History

GeoWealth 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
Q2 		$950K Buy
2,283
+560
+33% +$199K 0.03% 337
2026
Q1 		$498K Buy
+1,723
New +$478K 0.02% 474
2025
Q3 		– Sell
-3,418
Closed -$1.01M – 919
2025
Q2 		$1.01M Buy
3,418
+369
+12% +$102K 0.04% 254
2025
Q1 		$812K Sell
3,049
-2,062
-40% -$577K 0.03% 315
2024
Q4 		$1.29M Buy
5,111
+1,463
+40% +$350K 0.04% 251
2024
Q3 		$803K Buy
+3,648
New +$707K 0.03% 359

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

GeoWealth Management's FFIV Position: Q2 2026 in Review

GeoWealth Management increased its F5 (FFIV) stake by 33% in Q2 2026, buying an estimated $199K and bringing the position to 2,283 shares worth $950K. The position accounts for 0.03% of the portfolio, ranked #337.

GeoWealth Management first reported a position in FFIV in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.29M in Q4 2024. 827 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • GeoWealth Management held 2,283 shares of F5 worth $950K as of Q2 2026.
  • GeoWealth Management bought 560 F5 shares in Q2 2026, an estimated $199K.
  • F5 made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #337 holding.
  • GeoWealth Management first reported a position in F5 in Q3 2024 and has held it in 6 quarters since.
  • GeoWealth Management's F5 position peaked at $1.29M in Q4 2024.
  • 827 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.