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Kathleen S. Wright Associates’s F5 FFIV Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$46.5K Hold
144
– – 0.02% 153
2025
Q2 		$42.4K Hold
144
– – 0.02% 156
2025
Q1 		$38.3K Hold
144
– – 0.02% 160
2024
Q4 		$36.2K Hold
144
– – 0.02% 164
2024
Q3 		$31.7K Buy
+144
New +$27.9K 0.01% 179

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Kathleen S. Wright Associates's FFIV Position: Q3 2025 in Review

Kathleen S. Wright Associates held its F5 (FFIV) position steady in Q3 2025 at 144 shares worth $46.5K. The position accounts for 0.02% of the portfolio, ranked #153.

Kathleen S. Wright Associates first reported a position in FFIV in Q3 2024 and has held it in 5 quarters since. 759 funds tracked by Wall St. Rank hold FFIV as of Q3 2025.

  • Kathleen S. Wright Associates held 144 shares of F5 worth $46.5K as of Q3 2025.
  • Kathleen S. Wright Associates left its F5 share count unchanged in Q3 2025.
  • F5 made up 0.02% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #153 holding.
  • Kathleen S. Wright Associates first reported a position in F5 in Q3 2024 and has held it in 5 quarters since.
  • 759 funds tracked by Wall St. Rank held F5 as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.