Planning Strategies’s F5 FFIV Stock Holding History

Planning Strategies’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 Q3	$890	Hold	2	–	–	﹤0.01%	822
2026 Q2	$832	Buy	+2	New	+$711	﹤0.01%	779

Other funds holding FFIV

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Planning Strategies's FFIV Position: Q3 2026 in Review

Planning Strategies held its F5 (FFIV) position steady in Q3 2026 at 2 shares worth $890. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Planning Strategies first reported a position in FFIV in Q2 2026 and has held it in 2 quarters since. 727 funds tracked by Wall St. Rank hold FFIV as of Q3 2026.

Planning Strategies held 2 shares of F5 worth $890 as of Q3 2026.
Planning Strategies left its F5 share count unchanged in Q3 2026.
F5 made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #822 holding.
Planning Strategies first reported a position in F5 in Q2 2026 and has held it in 2 quarters since.
727 funds tracked by Wall St. Rank held F5 as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.