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Potentia Wealth’s F5 FFIV Stock Holding History

Potentia Wealth’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 		– Sell
-1,783
Closed -$516K – 72
2026
Q1 		$516K Sell
1,783
-176
-9% -$48.8K 0.2% 52
2025
Q4 		$500K Sell
1,959
-9
-0.5% -$2.42K 0.18% 55
2025
Q3 		$636K Sell
1,968
-161
-8% -$50.4K 0.24% 47
2025
Q2 		$627K Sell
2,129
-685
-24% -$189K 0.36% 33
2025
Q1 		$749K Sell
2,814
-218
-7% -$61K 0.35% 39
2024
Q4 		$762K Buy
+3,032
New +$725K 0.34% 44

Other funds holding FFIV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
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
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Potentia Wealth's FFIV Position: Q2 2026 in Review

Potentia Wealth sold out of F5 (FFIV) in Q2 2026, closing a stake of 1,783 shares — an estimated $516K sold.

Potentia Wealth first reported a position in FFIV in Q4 2024 and held it in 6 quarters. The position peaked at $762K in Q4 2024. 833 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • Potentia Wealth reported no remaining F5 position as of Q2 2026 after selling out during the quarter.
  • Potentia Wealth sold 1,783 F5 shares in Q2 2026, an estimated $516K.
  • Potentia Wealth first reported a position in F5 in Q4 2024 and held it in 6 quarters.
  • Potentia Wealth's F5 position peaked at $762K in Q4 2024.
  • 833 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.