UFPG
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United Financial Planning Group’s F5 FFIV Stock Holding History

United Financial Planning Group’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 		$7.07K Hold
17
– – ﹤0.01% 310
2026
Q1 		$4.92K Buy
+17
New +$4.71K ﹤0.01% 322

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

United Financial Planning Group's FFIV Position: Q2 2026 in Review

United Financial Planning Group held its F5 (FFIV) position steady in Q2 2026 at 17 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

United Financial Planning Group first reported a position in FFIV in Q1 2026 and has held it in 2 quarters since. 829 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • United Financial Planning Group held 17 shares of F5 worth $7.07K as of Q2 2026.
  • United Financial Planning Group left its F5 share count unchanged in Q2 2026.
  • F5 made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #310 holding.
  • United Financial Planning Group first reported a position in F5 in Q1 2026 and has held it in 2 quarters since.
  • 829 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.