Phoenix Financial’s F5 FFIV Stock Holding History

Phoenix Financial’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	$256K	Buy	+616	New	+$219K	﹤0.01%	459
2024 Q2	–	Sell	-16,238	Closed	-$3.08M	–	387
2024 Q1	$3.08M	Buy	16,238 +471	+3%	+$86.9K	0.04%	165
2023 Q4	$3.18M	Sell	15,767 -3,095	-16%	-$505K	0.05%	158
2023 Q3	$3.04M	Buy	18,862 +3,216	+21%	+$503K	0.06%	152
2023 Q2	$2.29M	Buy	15,646 +2,771	+22%	+$394K	0.05%	150
2023 Q1	$1.88M	Buy	12,875 +5,343	+71%	+$771K	0.04%	151
2022 Q4	$1.08M	Buy	7,532 +2,323	+45%	+$340K	0.02%	177
2022 Q3	$765K	Buy	5,209 +781	+18%	+$124K	0.02%	218
2022 Q2	$678K	Buy	4,428 +1,501	+51%	+$261K	0.01%	263
2022 Q1	$613K	Buy	+2,927	New	+$614K	0.01%	281
2021 Q4	–	Sell	-4,568	Closed	-$924K	–	394
2021 Q3	$924K	Buy	+4,568	New	+$913K	0.02%	274
2021 Q2	–	Sell	-4,533	Closed	-$943K	–	341
2021 Q1	$943K	Buy	+4,533	New	+$893K	0.02%	286

Other funds holding FFIV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Phoenix Financial's FFIV Position: Q2 2026 in Review

Phoenix Financial opened a new position in F5 (FFIV) in Q2 2026: 616 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #459 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in FFIV as recently as Q1 2024.

Phoenix Financial first reported a position in FFIV in Q1 2021 and has held it in 12 quarters since. The position peaked at $3.18M in Q4 2023. 832 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

Phoenix Financial held 616 shares of F5 worth $256K as of Q2 2026.
F5 was a new Phoenix Financial position in Q2 2026.
F5 made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #459 holding.
Phoenix Financial first reported a position in F5 in Q1 2021 and has held it in 12 quarters since.
Phoenix Financial's F5 position peaked at $3.18M in Q4 2023.
832 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.