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Peak Financial Advisors’s F5 FFIV Stock Holding History

Peak Financial 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
2026
Q1 		– Sell
-2,421
Closed -$618K – 78
2025
Q4 		$618K Sell
2,421
-6,355
-72% -$1.71M 0.28% 54
2025
Q3 		$2.84M Sell
8,776
-290
-3% -$90.8K 1.36% 19
2025
Q2 		$2.67M Buy
+9,066
New +$2.5M 1.37% 18

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

Peak Financial Advisors's FFIV Position: Q1 2026 in Review

Peak Financial Advisors sold out of F5 (FFIV) in Q1 2026, closing a stake of 2,421 shares — an estimated $618K sold.

Peak Financial Advisors first reported a position in FFIV in Q2 2025 and held it in 3 quarters. The position peaked at $2.84M in Q3 2025. 720 funds tracked by Wall St. Rank hold FFIV as of Q1 2026.

  • Peak Financial Advisors reported no remaining F5 position as of Q1 2026 after selling out during the quarter.
  • Peak Financial Advisors sold 2,421 F5 shares in Q1 2026, an estimated $618K.
  • Peak Financial Advisors first reported a position in F5 in Q2 2025 and held it in 3 quarters.
  • Peak Financial Advisors's F5 position peaked at $2.84M in Q3 2025.
  • 720 funds tracked by Wall St. Rank held F5 as of Q1 2026.

Based on Peak Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.