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Principia Wealth Advisory’s F5 FFIV Stock Holding History

Principia Wealth Advisory’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 		$416 Hold
1
– – ﹤0.01% 920
2026
Q1 		$289 Hold
1
– – ﹤0.01% 922
2025
Q4 		$255 Sell
1
-120
-99% -$32.3K ﹤0.01% 901
2025
Q3 		$39.1K Buy
121
+103
+572% +$32.2K 0.03% 133
2025
Q2 		$5.3K Buy
18
+1
+6% +$276 ﹤0.01% 229
2025
Q1 		$4.49K Buy
17
+14
+467% +$3.92K ﹤0.01% 192
2024
Q4 		$754 Buy
+3
New +$717 ﹤0.01% 422

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 $3.37T AUM 44.26% 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

Principia Wealth Advisory's FFIV Position: Q2 2026 in Review

Principia Wealth Advisory held its F5 (FFIV) position steady in Q2 2026 at 1 share worth $416. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Principia Wealth Advisory first reported a position in FFIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.1K in Q3 2025. 829 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • Principia Wealth Advisory held 1 share of F5 worth $416 as of Q2 2026.
  • Principia Wealth Advisory left its F5 share count unchanged in Q2 2026.
  • F5 made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #920 holding.
  • Principia Wealth Advisory first reported a position in F5 in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's F5 position peaked at $39.1K in Q3 2025.
  • 829 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.