Valeo Financial Advisors’s F5 FFIV Stock Holding History

Valeo Financial Advisors’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 Q1	–	Sell	-700	Closed	-$179K	–	805
2025 Q4	$179K	Buy	+700	New	+$188K	﹤0.01%	767

Other funds holding FFIV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Valeo Financial Advisors's FFIV Position: Q1 2026 in Review

Valeo Financial Advisors sold out of F5 (FFIV) in Q1 2026, closing a stake of 517 shares — an estimated $132K sold.

Valeo Financial Advisors first reported a position in FFIV in Q1 2020 and held it in 3 quarters. The position peaked at $132K in Q4 2025. 721 funds tracked by Wall St. Rank hold FFIV as of Q1 2026.

Valeo Financial Advisors reported no remaining F5 position as of Q1 2026 after selling out during the quarter.
Valeo Financial Advisors sold 517 F5 shares in Q1 2026, an estimated $132K.
Valeo Financial Advisors first reported a position in F5 in Q1 2020 and held it in 3 quarters.
Valeo Financial Advisors's F5 position peaked at $132K in Q4 2025.
721 funds tracked by Wall St. Rank held F5 as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.