Root Financial Partners
FFIV icon

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
Q3 		$161K Buy
+361
New +$148K 0.01% 529
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

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's FFIV Position: Q3 2026 in Review

Root Financial Partners opened a new position in F5 (FFIV) in Q3 2026: 361 shares worth $161K. The stake represents 0.01% of the portfolio and ranks #529 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FFIV as recently as Q1 2026.

Root Financial Partners first reported a position in FFIV in Q3 2025 and has held it in 4 quarters since. 727 funds tracked by Wall St. Rank hold FFIV as of Q3 2026.

  • Root Financial Partners held 361 shares of F5 worth $161K as of Q3 2026.
  • F5 was a new Root Financial Partners position in Q3 2026.
  • F5 made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #529 holding.
  • Root Financial Partners first reported a position in F5 in Q3 2025 and has held it in 4 quarters since.
  • 727 funds tracked by Wall St. Rank held F5 as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.