Pinnacle Wealth Planning Services’s F5 FFIV Stock Holding History

Pinnacle Wealth Planning 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
2026 Q2	$257K	Buy	617 +2	+0.3%	+$711	0.02%	429
2026 Q1	$178K	Buy	615 +2	+0.3%	+$555	0.02%	520
2025 Q4	$156K	Sell	613 -49	-7%	-$13.2K	0.02%	571
2025 Q3	$214K	Buy	+662	New	+$207K	0.03%	430
2025 Q1	–	Sell	-1,276	Closed	-$321K	–	407
2024 Q4	$321K	Sell	1,276 -81	-6%	-$19.4K	0.05%	238
2024 Q3	$299K	Buy	1,357 +27	+2%	+$5.23K	0.04%	307
2024 Q2	$229K	Buy	1,330 +143	+12%	+$25K	0.03%	373
2024 Q1	$225K	Buy	+1,187	New	+$219K	0.03%	383
2021 Q1	–	Sell	-470	Closed	-$83K	–	910
2020 Q4	$83K	Buy	+470	New	+$71.3K	0.02%	555

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

Pinnacle Wealth Planning Services's FFIV Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its F5 (FFIV) stake by 0.33% in Q2 2026, buying an estimated $711 and bringing the position to 617 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #429.

Pinnacle Wealth Planning Services first reported a position in FFIV in Q4 2020 and has held it in 9 quarters since. The position peaked at $321K in Q4 2024. 831 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

Pinnacle Wealth Planning Services held 617 shares of F5 worth $257K as of Q2 2026.
Pinnacle Wealth Planning Services bought 2 F5 shares in Q2 2026, an estimated $711.
F5 made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #429 holding.
Pinnacle Wealth Planning Services first reported a position in F5 in Q4 2020 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's F5 position peaked at $321K in Q4 2024.
831 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.