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Pacific Capital Wealth Advisors’s F5 FFIV Stock Holding History

Pacific Capital Wealth Advisors’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
Q1 		– Sell
-191
Closed -$48K – 186
2024
Q4 		$48K Hold
191
– – 0.01% 154
2024
Q3 		$42.1K Hold
191
– – 0.01% 173
2024
Q2 		$32.9K Hold
191
– – 0.01% 192
2024
Q1 		$36.2K Hold
191
– – 0.01% 158
2023
Q4 		$34.2K Buy
+191
New +$31.2K 0.01% 159
2020
Q4 		– Sell
-191
Closed -$23K – 104
2020
Q3 		$23K Buy
+191
New +$25.7K 0.01% 140

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Pacific Capital Wealth Advisors's FFIV Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of F5 (FFIV) in Q1 2025, closing a stake of 191 shares — an estimated $48K sold.

Pacific Capital Wealth Advisors first reported a position in FFIV in Q3 2020 and held it in 6 quarters. The position peaked at $48K in Q4 2024. 683 funds tracked by Wall St. Rank hold FFIV as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining F5 position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 191 F5 shares in Q1 2025, an estimated $48K.
  • Pacific Capital Wealth Advisors first reported a position in F5 in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's F5 position peaked at $48K in Q4 2024.
  • 683 funds tracked by Wall St. Rank held F5 as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.