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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Pinnacle Wealth Planning Services's FFIV Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its F5 (FFIV) stake by 0.33% in Q1 2026, buying an estimated $555 and bringing the position to 615 shares worth $178K. The position accounts for 0.02% of the portfolio, ranked #520.

Pinnacle Wealth Planning Services first reported a position in FFIV in Q4 2020 and has held it in 8 quarters since. The position peaked at $321K in Q4 2024. 720 funds tracked by Wall St. Rank hold FFIV as of Q1 2026.

Pinnacle Wealth Planning Services held 615 shares of F5 worth $178K as of Q1 2026.
Pinnacle Wealth Planning Services bought 2 F5 shares in Q1 2026, an estimated $555.
F5 made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #520 holding.
Pinnacle Wealth Planning Services first reported a position in F5 in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's F5 position peaked at $321K in Q4 2024.
720 funds tracked by Wall St. Rank held F5 as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.