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Private Wealth Management Group’s F5 FFIV Stock Holding History

Private Wealth Management Group’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 		$17.1K Sell
41
-2
-5% -$711 ﹤0.01% 426
2026
Q1 		$12.4K Sell
43
-5
-10% -$1.39K ﹤0.01% 465
2025
Q4 		$12.3K Hold
48
– – ﹤0.01% 455
2025
Q3 		$15.5K Hold
48
– – ﹤0.01% 397
2025
Q2 		$14.1K Hold
48
– – ﹤0.01% 391
2025
Q1 		$12.8K Hold
48
– – ﹤0.01% 404
2024
Q4 		$12.1K Hold
48
– – ﹤0.01% 422
2024
Q3 		$10.6K Hold
48
– – ﹤0.01% 441
2024
Q2 		$8.27K Buy
48
+35
+269% +$6.12K ﹤0.01% 500
2024
Q1 		$2.46K Hold
13
– – ﹤0.01% 882
2023
Q4 		$2.33K Buy
+13
New +$2.12K ﹤0.01% 913

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

Private Wealth Management Group's FFIV Position: Q2 2026 in Review

Private Wealth Management Group reduced its F5 (FFIV) stake by 4.7% in Q2 2026, selling an estimated $711 and leaving 41 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Private Wealth Management Group first reported a position in FFIV in Q4 2023 and has held it in 11 quarters since. 831 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • Private Wealth Management Group held 41 shares of F5 worth $17.1K as of Q2 2026.
  • Private Wealth Management Group sold 2 F5 shares in Q2 2026, an estimated $711.
  • F5 made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #426 holding.
  • Private Wealth Management Group first reported a position in F5 in Q4 2023 and has held it in 11 quarters since.
  • 831 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.