Waldron Private Wealth’s F5 FFIV Stock Holding History

Waldron Private 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	$501K	Hold	1,205	–	–	0.02%	227
2026 Q1	$349K	Buy	1,205 +2	+0.2%	+$555	0.01%	251
2025 Q4	$307K	Buy	+1,203	New	+$324K	0.01%	269

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

Waldron Private Wealth's FFIV Position: Q2 2026 in Review

Waldron Private Wealth held its F5 (FFIV) position steady in Q2 2026 at 1,205 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #227.

Waldron Private Wealth first reported a position in FFIV in Q4 2025 and has held it in 3 quarters since. 827 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

Waldron Private Wealth held 1,205 shares of F5 worth $501K as of Q2 2026.
Waldron Private Wealth left its F5 share count unchanged in Q2 2026.
F5 made up 0.02% of Waldron Private Wealth's portfolio in Q2 2026, its #227 holding.
Waldron Private Wealth first reported a position in F5 in Q4 2025 and has held it in 3 quarters since.
827 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.