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Lodestone Wealth Management’s F5 FFIV Stock Holding History

Lodestone 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
Q2 		$24.5K Hold
59
– – 0.01% 390
2026
Q1 		$17.1K Hold
59
– – 0.01% 435
2025
Q4 		$15.1K Buy
+59
New +$15.9K 0.01% 446

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

Lodestone Wealth Management's FFIV Position: Q2 2026 in Review

Lodestone Wealth Management held its F5 (FFIV) position steady in Q2 2026 at 59 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #390.

Lodestone Wealth Management first reported a position in FFIV in Q4 2025 and has held it in 3 quarters since. 825 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • Lodestone Wealth Management held 59 shares of F5 worth $24.5K as of Q2 2026.
  • Lodestone Wealth Management left its F5 share count unchanged in Q2 2026.
  • F5 made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #390 holding.
  • Lodestone Wealth Management first reported a position in F5 in Q4 2025 and has held it in 3 quarters since.
  • 825 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.