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Citizens Financial Group’s FIVE9 FIVN Stock Holding History

Citizens Financial Group’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
Q2 		$241K Buy
11,293
+978
+9% +$19.3K ﹤0.01% 927
2026
Q1 		$156K Sell
10,315
-1,043
-9% -$18.1K ﹤0.01% 815
2025
Q4 		$228K Buy
11,358
+776
+7% +$16.5K ﹤0.01% 750
2025
Q3 		$256K Buy
+10,582
New +$280K ﹤0.01% 696
2024
Q4 		– Sell
-10,770
Closed -$309K – 593
2024
Q3 		$309K Buy
+10,770
New +$389K 0.01% 460

Other funds holding FIVN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citizens Financial Group's FIVN Position: Q2 2026 in Review

Citizens Financial Group increased its FIVE9 (FIVN) stake by 9.5% in Q2 2026, buying an estimated $19.3K and bringing the position to 11,293 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Citizens Financial Group first reported a position in FIVN in Q3 2024 and has held it in 5 quarters since. The position peaked at $309K in Q3 2024. 290 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Citizens Financial Group held 11,293 shares of FIVE9 worth $241K as of Q2 2026.
  • Citizens Financial Group bought 978 FIVE9 shares in Q2 2026, an estimated $19.3K.
  • FIVE9 made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #927 holding.
  • Citizens Financial Group first reported a position in FIVE9 in Q3 2024 and has held it in 5 quarters since.
  • Citizens Financial Group's FIVE9 position peaked at $309K in Q3 2024.
  • 290 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.