Sun Financial’s F5 FFIV Stock Holding History

Sun Financial’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	-1,027	Closed	-$374K	–	169
2026 Q1	$374K	Sell	1,027 -52	-5%	-$14.4K	0.19%	105
2025 Q4	$275K	Buy	+1,079	New	+$290K	0.15%	140

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 $3.38T AUM 44.17% 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

Sun Financial's FFIV Position: Q2 2026 in Review

Sun Financial sold out of F5 (FFIV) in Q2 2026, closing a stake of 1,027 shares — an estimated $374K sold.

Sun Financial first reported a position in FFIV in Q4 2025 and held it in 2 quarters. The position peaked at $374K in Q1 2026. 833 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

Sun Financial reported no remaining F5 position as of Q2 2026 after selling out during the quarter.
Sun Financial sold 1,027 F5 shares in Q2 2026, an estimated $374K.
Sun Financial first reported a position in F5 in Q4 2025 and held it in 2 quarters.
Sun Financial's F5 position peaked at $374K in Q1 2026.
833 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.