SWM
FFIV icon

Spire Wealth Management’s F5 FFIV Stock Holding History

Spire Wealth Management’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 		$225K Buy
541
+60
+12% +$21.3K 0.01% 749
2026
Q1 		$139K Sell
481
-583
-55% -$162K ﹤0.01% 889
2025
Q4 		$272K Buy
1,064
+532
+100% +$143K 0.01% 710
2025
Q3 		$172K Buy
532
+2
+0.4% +$626 0.01% 820
2025
Q2 		$156K Buy
530
+79
+18% +$21.8K 0.01% 828
2025
Q1 		$120K Buy
451
+48
+12% +$13.4K ﹤0.01% 974
2024
Q4 		$101K Sell
403
-349
-46% -$83.4K ﹤0.01% 1030
2024
Q3 		$166K Sell
752
-18,998
-96% -$3.68M 0.01% 779
2024
Q2 		$3.4M Buy
19,750
+19,721
+68,003% +$3.45M 0.12% 165
2024
Q1 		$5.5K Hold
29
– – ﹤0.01% 1906
2023
Q4 		$5.22K Sell
29
-10
-26% -$1.63K ﹤0.01% 1945
2023
Q3 		$6.28K Buy
39
+4
+11% +$626 ﹤0.01% 1871
2023
Q2 		$5.12K Buy
+35
New +$4.98K ﹤0.01% 1995
2022
Q3 		– Sell
-5
Closed -$1K – 2316
2022
Q2 		$1K Buy
+5
New +$870 ﹤0.01% 2502
2022
Q1 		– Sell
-66
Closed -$16K – 2640
2021
Q4 		$16K Buy
+66
New +$14.7K ﹤0.01% 2198
2021
Q2 		– Sell
-66
Closed -$14K – 2702
2021
Q1 		$14K Buy
+66
New +$13K ﹤0.01% 2295

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

Spire Wealth Management's FFIV Position: Q2 2026 in Review

Spire Wealth Management increased its F5 (FFIV) stake by 12% in Q2 2026, buying an estimated $21.3K and bringing the position to 541 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #749.

Spire Wealth Management first reported a position in FFIV in Q1 2021 and has held it in 16 quarters since. The position peaked at $3.4M in Q2 2024. 827 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • Spire Wealth Management held 541 shares of F5 worth $225K as of Q2 2026.
  • Spire Wealth Management bought 60 F5 shares in Q2 2026, an estimated $21.3K.
  • F5 made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #749 holding.
  • Spire Wealth Management first reported a position in F5 in Q1 2021 and has held it in 16 quarters since.
  • Spire Wealth Management's F5 position peaked at $3.4M in Q2 2024.
  • 827 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.