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Root Financial Partners’s F5 FFIV Stock Holding History

Root Financial Partners’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
-201
Closed -$58.2K – 1360
2026
Q1 		$58.2K Buy
201
+96
+91% +$26.6K ﹤0.01% 811
2025
Q4 		$26.8K Sell
105
-48
-31% -$12.9K ﹤0.01% 1018
2025
Q3 		$49.4K Buy
+153
New +$47.9K ﹤0.01% 674

Other funds holding FFIV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Root Financial Partners's FFIV Position: Q2 2026 in Review

Root Financial Partners sold out of F5 (FFIV) in Q2 2026, closing a stake of 201 shares — an estimated $58.2K sold.

Root Financial Partners first reported a position in FFIV in Q3 2025 and held it in 3 quarters. The position peaked at $58.2K in Q1 2026. 245 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • Root Financial Partners reported no remaining F5 position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 201 F5 shares in Q2 2026, an estimated $58.2K.
  • Root Financial Partners first reported a position in F5 in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's F5 position peaked at $58.2K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.