SkyOak Wealth’s F5 FFIV Stock Holding History

SkyOak Wealth’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	$405K	Hold	974	–	–	0.07%	153
2026 Q1	$282K	Sell	974 -200	-17%	-$55.5K	0.05%	190
2025 Q4	$300K	Hold	1,174	–	–	0.05%	183
2025 Q3	$379K	Hold	1,174	–	–	0.07%	154
2025 Q2	$346K	Hold	1,174	–	–	0.07%	159
2025 Q1	$313K	Hold	1,174	–	–	0.07%	164
2024 Q4	$295K	Sell	1,174 -406	-26%	-$97.1K	0.06%	177
2024 Q3	$348K	Sell	1,580 -301	-16%	-$58.4K	0.08%	147
2024 Q2	$324K	Hold	1,881	–	–	0.08%	163
2024 Q1	$357K	Hold	1,881	–	–	0.09%	160
2023 Q4	$337K	Hold	1,881	–	–	0.09%	157
2023 Q3	$303K	Sell	1,881 -53	-3%	-$8.29K	0.09%	165
2023 Q2	$283K	Sell	1,934 -500	-21%	-$71.1K	0.08%	175
2023 Q1	$355K	Sell	2,434 -150	-6%	-$21.7K	0.11%	147
2022 Q4	$371K	Sell	2,584 -1,050	-29%	-$154K	0.12%	135
2022 Q3	$526K	Hold	3,634	–	–	0.19%	109
2022 Q2	$556K	Hold	3,634	–	–	0.19%	102
2022 Q1	$759K	Hold	3,634	–	–	0.21%	99
2021 Q4	$889K	Hold	3,634	–	–	0.23%	97
2021 Q3	$722K	Hold	3,634	–	–	0.19%	103
2021 Q2	$678K	Hold	3,634	–	–	0.18%	109
2021 Q1	$678K	Hold	3,634	–	–	0.19%	109
2020 Q4	$639K	Hold	3,634	–	–	0.2%	114
2020 Q3	$446K	Hold	3,634	–	–	0.16%	126
2020 Q2	$507K	Sell	3,634 -65	-2%	-$8.75K	0.19%	126
2020 Q1	$394K	Sell	3,699 -5,520	-60%	-$675K	0.2%	121
2019 Q4	$1.29M	Buy	+9,219	New	+$1.3M	0.4%	60

Other funds holding FFIV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SkyOak Wealth's FFIV Position: Q2 2026 in Review

SkyOak Wealth held its F5 (FFIV) position steady in Q2 2026 at 974 shares worth $405K. The position accounts for 0.07% of the portfolio, ranked #153.

SkyOak Wealth first reported a position in FFIV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.29M in Q4 2019. 831 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

SkyOak Wealth held 974 shares of F5 worth $405K as of Q2 2026.
SkyOak Wealth left its F5 share count unchanged in Q2 2026.
F5 made up 0.07% of SkyOak Wealth's portfolio in Q2 2026, its #153 holding.
SkyOak Wealth first reported a position in F5 in Q4 2019 and has held it in 27 quarters since.
SkyOak Wealth's F5 position peaked at $1.29M in Q4 2019.
831 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.