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GoalVest Advisory’s F5 FFIV Stock Holding History

GoalVest Advisory’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
Q3 		$16.5K Buy
+37
New +$15.2K ﹤0.01% 346
2022
Q2 		– Sell
-2
Closed – – 388
2022
Q1 		$0 Buy
+2
New +$420 ﹤0.01% 420

Other funds holding FFIV

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

GoalVest Advisory's FFIV Position: Q3 2026 in Review

GoalVest Advisory opened a new position in F5 (FFIV) in Q3 2026: 37 shares worth $16.5K. The stake represents ﹤0.01% of the portfolio and ranks #346 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in FFIV as recently as Q1 2022.

GoalVest Advisory first reported a position in FFIV in Q1 2022 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold FFIV as of Q3 2026.

  • GoalVest Advisory held 37 shares of F5 worth $16.5K as of Q3 2026.
  • F5 was a new GoalVest Advisory position in Q3 2026.
  • F5 made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #346 holding.
  • GoalVest Advisory first reported a position in F5 in Q1 2022 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held F5 as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.