Bell Investment Advisors’s FIVE9 FIVN Stock Holding History

Bell Investment Advisors’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 Q4	–	Sell	-9	Closed	-$218	–	1845
2025 Q3	$218	Sell	9 -6	-40%	-$159	﹤0.01%	1843
2025 Q2	$398	Hold	15	–	–	﹤0.01%	1804
2025 Q1	$408	Hold	15	–	–	﹤0.01%	1816
2024 Q4	$610	Hold	15	–	–	﹤0.01%	1714
2024 Q3	$431	Sell	15 -9	-38%	-$325	﹤0.01%	1810
2024 Q2	$1.06K	Sell	24 -9	-27%	-$468	﹤0.01%	1601
2024 Q1	$2.05K	Hold	33	–	–	﹤0.01%	1352
2023 Q4	$2.6K	Hold	33	–	–	﹤0.01%	1217
2023 Q3	$2.12K	Buy	33 +6	+22%	+$449	﹤0.01%	1246
2023 Q2	$2.23K	Hold	27	–	–	﹤0.01%	1240
2023 Q1	$1.95K	Sell	27 -25	-48%	-$1.79K	﹤0.01%	1280
2022 Q4	$3.53K	Buy	52 +47	+940%	+$2.95K	﹤0.01%	989
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1800
2022 Q2	$0	Buy	+5	New	+$506	﹤0.01%	1760
2021 Q4	$2K	Buy	17 +14	+467%	+$2.07K	﹤0.01%	1137
2021 Q3	$0	Buy	+3	New	+$547	﹤0.01%	1752

Other funds holding FIVN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Pictet Asset Management

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

Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return

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

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

Armistice Capital New York $3.03B AUM 36.06% 1-Year Est. Return

Geode Capital Management

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return