Ankerstar Wealth
FIVN icon

Ankerstar Wealth’s FIVE9 FIVN Stock Holding History

Ankerstar Wealth’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
2026
Q3 		$170 Buy
+5
New +$152 ﹤0.01% 965

Other funds holding FIVN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Anson Funds Management
Anson Funds Management Dallas, Texas $1.82B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Ankerstar Wealth's FIVN Position: Q3 2026 in Review

Ankerstar Wealth opened a new position in FIVE9 (FIVN) in Q3 2026: 5 shares worth $170. The stake represents ﹤0.01% of the portfolio and ranks #965 among its holdings.

264 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

  • Ankerstar Wealth held 5 shares of FIVE9 worth $170 as of Q3 2026.
  • FIVE9 was a new Ankerstar Wealth position in Q3 2026.
  • FIVE9 made up ﹤0.01% of Ankerstar Wealth's portfolio in Q3 2026, its #965 holding.
  • 264 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on Ankerstar Wealth's 13F filing for Q3 2026, filed 13 Nov 2026.