PCS
FFIV icon

Private Client Services’s F5 FFIV Stock Holding History

Private Client 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
Q3 		$668K Sell
1,500
-974
-39% -$401K 0.18% 102
2026
Q2 		$1.03M Buy
2,474
+76
+3% +$27K 0.27% 75
2026
Q1 		$694K Buy
2,398
+451
+23% +$125K 0.21% 89
2025
Q4 		$497K Buy
+1,947
New +$524K 0.16% 103

Other funds holding FFIV

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Private Client Services's FFIV Position: Q3 2026 in Review

Private Client Services reduced its F5 (FFIV) stake by 39% in Q3 2026, selling an estimated $401K and leaving 1,500 shares worth $668K. The position accounts for 0.18% of the portfolio, ranked #102.

Private Client Services first reported a position in FFIV in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q2 2026. 22 funds tracked by Wall St. Rank hold FFIV as of Q3 2026.

  • Private Client Services held 1,500 shares of F5 worth $668K as of Q3 2026.
  • Private Client Services sold 974 F5 shares in Q3 2026, an estimated $401K.
  • F5 made up 0.18% of Private Client Services's portfolio in Q3 2026, its #102 holding.
  • Private Client Services first reported a position in F5 in Q4 2025 and has held it in 4 quarters since.
  • Private Client Services's F5 position peaked at $1.03M in Q2 2026.
  • 22 funds tracked by Wall St. Rank held F5 as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.