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LeConte Wealth Management’s F5 FFIV Stock Holding History

LeConte Wealth 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 		$274K Buy
+947
New +$263K 0.18% 100
2025
Q4 		– Sell
-730
Closed -$236K – 141
2025
Q3 		$236K Buy
+730
New +$229K 0.16% 111

Other funds holding FFIV

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LeConte Wealth Management's FFIV Position: Q1 2026 in Review

LeConte Wealth Management opened a new position in F5 (FFIV) in Q1 2026: 947 shares worth $274K. The stake represents 0.18% of the portfolio and ranks #100 among its holdings. This is a return to the name: LeConte Wealth Management previously reported a position in FFIV as recently as Q3 2025.

LeConte Wealth Management first reported a position in FFIV in Q3 2025 and has held it in 2 quarters since. 721 funds tracked by Wall St. Rank hold FFIV as of Q1 2026.

  • LeConte Wealth Management held 947 shares of F5 worth $274K as of Q1 2026.
  • F5 was a new LeConte Wealth Management position in Q1 2026.
  • F5 made up 0.18% of LeConte Wealth Management's portfolio in Q1 2026, its #100 holding.
  • LeConte Wealth Management first reported a position in F5 in Q3 2025 and has held it in 2 quarters since.
  • 721 funds tracked by Wall St. Rank held F5 as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.