BOJHT
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Bank of Jackson Hole Trust’s FIVE9 FIVN Stock Holding History

Bank of Jackson Hole Trust’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
-116
Closed -$4.2K – 457
2025
Q1 		$4.2K Hold
116
– – ﹤0.01% 414
2024
Q4 		$4.71K Buy
+116
New +$4.18K ﹤0.01% 420

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VC
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of Jackson Hole Trust's FIVN Position: Q2 2025 in Review

Bank of Jackson Hole Trust sold out of FIVE9 (FIVN) in Q2 2025, closing a stake of 116 shares — an estimated $4.2K sold.

Bank of Jackson Hole Trust first reported a position in FIVN in Q4 2024 and held it in 2 quarters. The position peaked at $4.71K in Q4 2024. 295 funds tracked by Wall St. Rank hold FIVN as of Q2 2025.

  • Bank of Jackson Hole Trust reported no remaining FIVE9 position as of Q2 2025 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 116 FIVE9 shares in Q2 2025, an estimated $4.2K.
  • Bank of Jackson Hole Trust first reported a position in FIVE9 in Q4 2024 and held it in 2 quarters.
  • Bank of Jackson Hole Trust's FIVE9 position peaked at $4.71K in Q4 2024.
  • 295 funds tracked by Wall St. Rank held FIVE9 as of Q2 2025.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2025, filed 1 Aug 2025.