JWA
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JFS Wealth Advisors’s F5 FFIV Stock Holding History

JFS 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 		$23.7K Buy
57
+1
+2% +$355 ﹤0.01% 726
2026
Q1 		$16.2K Hold
56
– – ﹤0.01% 792
2025
Q4 		$14.3K Buy
56
+9
+19% +$2.42K ﹤0.01% 860
2025
Q3 		$15.2K Hold
47
– – ﹤0.01% 762
2025
Q2 		$13.8K Buy
47
+2
+4% +$553 ﹤0.01% 760
2025
Q1 		$12K Buy
45
+3
+7% +$839 ﹤0.01% 820
2024
Q4 		$10.6K Hold
42
– – ﹤0.01% 835
2024
Q3 		$9.25K Buy
42
+1
+2% +$194 ﹤0.01% 881
2024
Q2 		$7.06K Sell
41
-1
-2% -$175 ﹤0.01% 917
2024
Q1 		$7.96K Sell
42
-3
-7% -$553 ﹤0.01% 893
2023
Q4 		$8.05K Buy
45
+7
+18% +$1.14K ﹤0.01% 854
2023
Q3 		$6.12K Buy
38
+5
+15% +$782 ﹤0.01% 910
2023
Q2 		$4.83K Buy
33
+3
+10% +$427 ﹤0.01% 1019
2023
Q1 		$4.37K Sell
30
-2
-6% -$289 ﹤0.01% 1050
2022
Q4 		$4.59K Sell
32
-6
-16% -$878 ﹤0.01% 1020
2022
Q3 		$5K Buy
38
+22
+138% +$3.48K ﹤0.01% 977
2022
Q2 		$2K Sell
16
-14
-47% -$2.44K ﹤0.01% 1313
2022
Q1 		$6K Buy
30
+18
+150% +$3.78K ﹤0.01% 967
2021
Q4 		$3K Buy
+12
New +$2.66K ﹤0.01% 937
2016
Q3 		– Sell
-1,200
Closed -$137K – 494
2016
Q2 		$137K Buy
+1,200
New +$129K 0.04% 191

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

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

JFS Wealth Advisors increased its F5 (FFIV) stake by 1.8% in Q2 2026, buying an estimated $355 and bringing the position to 57 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

JFS Wealth Advisors first reported a position in FFIV in Q2 2016 and has held it in 20 quarters since. The position peaked at $137K in Q2 2016. 825 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • JFS Wealth Advisors held 57 shares of F5 worth $23.7K as of Q2 2026.
  • JFS Wealth Advisors bought 1 F5 share in Q2 2026, an estimated $355.
  • F5 made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #726 holding.
  • JFS Wealth Advisors first reported a position in F5 in Q2 2016 and has held it in 20 quarters since.
  • JFS Wealth Advisors's F5 position peaked at $137K in Q2 2016.
  • 825 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.