Advisor Resource Council’s FIVE9 FIVN Stock Holding History

Advisor Resource Council’s Portfolio FIVN Stock Details FIVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-75,615	Closed	-$1.88M	–	320
2025 Q1	$1.88M	Buy	+75,615	New	+$2.77M	0.15%	162

Other funds holding FIVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Advisor Resource Council's FIVN Position: Q2 2025 in Review

Advisor Resource Council sold out of FIVE9 (FIVN) in Q2 2025, closing a stake of 75,615 shares — an estimated $1.88M sold.

Advisor Resource Council first reported a position in FIVN in Q1 2025 and held it in 1 quarter. The position peaked at $1.88M in Q1 2025. 294 funds tracked by Wall St. Rank hold FIVN as of Q2 2025.

Advisor Resource Council reported no remaining FIVE9 position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 75,615 FIVE9 shares in Q2 2025, an estimated $1.88M.
Advisor Resource Council first reported a position in FIVE9 in Q1 2025 and held it in 1 quarter.
Advisor Resource Council's FIVE9 position peaked at $1.88M in Q1 2025.
294 funds tracked by Wall St. Rank held FIVE9 as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.