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Mowery & Schoenfeld Wealth Management’s F5 FFIV Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-6
Closed -$1.53K – 411
2025
Q4 		$1.53K Buy
+6
New +$1.61K ﹤0.01% 416
2025
Q1 		– Sell
-2
Closed -$503 – 498
2024
Q4 		$503 Buy
+2
New +$478 ﹤0.01% 467

Other funds holding FFIV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $170B AUM 46.21% 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 $178B AUM 37.23% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's FFIV Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of F5 (FFIV) in Q1 2026, closing a stake of 6 shares — an estimated $1.53K sold.

Mowery & Schoenfeld Wealth Management first reported a position in FFIV in Q4 2024 and held it in 2 quarters. The position peaked at $1.53K in Q4 2025. 724 funds tracked by Wall St. Rank hold FFIV as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining F5 position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 6 F5 shares in Q1 2026, an estimated $1.53K.
  • Mowery & Schoenfeld Wealth Management first reported a position in F5 in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's F5 position peaked at $1.53K in Q4 2025.
  • 724 funds tracked by Wall St. Rank held F5 as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.