RCA
FFIV icon

Roberts Capital Advisors’s F5 FFIV Stock Holding History

Roberts Capital Advisors’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
2025
Q3 		– Sell
-2,110
Closed -$621K – 77
2025
Q2 		$621K Hold
2,110
– – 0.46% 64
2025
Q1 		$562K Hold
2,110
– – 0.49% 65
2024
Q4 		$531K Hold
2,110
– – 0.44% 54
2024
Q3 		$465K Hold
2,110
– – 0.4% 67
2024
Q2 		$400K Hold
2,110
– – 0.38% 74
2024
Q1 		$400K Buy
+2,110
New +$389K 0.38% 74
2022
Q3 		$327K Hold
2,262
– – 0.47% 75
2022
Q2 		$346K Hold
2,262
– – 0.47% 74
2022
Q1 		$473K Hold
2,262
– – 0.49% 70
2021
Q4 		$554K Buy
+2,262
New +$502K 0.52% 68

Other funds holding FFIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Roberts Capital Advisors's FFIV Position: Q3 2025 in Review

Roberts Capital Advisors sold out of F5 (FFIV) in Q3 2025, closing a stake of 2,110 shares — an estimated $621K sold.

Roberts Capital Advisors first reported a position in FFIV in Q4 2021 and held it in 10 quarters. The position peaked at $621K in Q2 2025. 759 funds tracked by Wall St. Rank hold FFIV as of Q3 2025.

  • Roberts Capital Advisors reported no remaining F5 position as of Q3 2025 after selling out during the quarter.
  • Roberts Capital Advisors sold 2,110 F5 shares in Q3 2025, an estimated $621K.
  • Roberts Capital Advisors first reported a position in F5 in Q4 2021 and held it in 10 quarters.
  • Roberts Capital Advisors's F5 position peaked at $621K in Q2 2025.
  • 759 funds tracked by Wall St. Rank held F5 as of Q3 2025.

Based on Roberts Capital Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.