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Mattson Financial Services’s F5 FFIV Stock Holding History

Mattson Financial Services’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
Q2 		– Sell
-1,361
Closed -$362K – 226
2025
Q1 		$362K Sell
1,361
-362
-21% -$101K 0.11% 132
2024
Q4 		$379K Sell
1,723
-34
-2% -$8.13K 0.12% 129
2024
Q3 		$303K Sell
1,757
-14
-0.8% -$2.71K 0.11% 142
2024
Q2 		$305K Buy
+1,771
New +$310K 0.11% 142

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mattson Financial Services's FFIV Position: Q2 2025 in Review

Mattson Financial Services sold out of F5 (FFIV) in Q2 2025, closing a stake of 1,361 shares — an estimated $362K sold.

Mattson Financial Services first reported a position in FFIV in Q2 2024 and held it in 4 quarters. The position peaked at $379K in Q4 2024. 723 funds tracked by Wall St. Rank hold FFIV as of Q2 2025.

  • Mattson Financial Services reported no remaining F5 position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 1,361 F5 shares in Q2 2025, an estimated $362K.
  • Mattson Financial Services first reported a position in F5 in Q2 2024 and held it in 4 quarters.
  • Mattson Financial Services's F5 position peaked at $379K in Q4 2024.
  • 723 funds tracked by Wall St. Rank held F5 as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.