Cullen/Frost Bankers’s FIVE9 FIVN Stock Holding History

Cullen/Frost Bankers’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 Q1	$5.81K	Buy	383 +48	+14%	+$834	﹤0.01%	1168
2025 Q4	$6.72K	Buy	335 +10	+3%	+$212	﹤0.01%	1161
2025 Q3	$7.87K	Sell	325 -37	-10%	-$978	﹤0.01%	1109
2025 Q2	$9.59K	Buy	362 +316	+687%	+$8.22K	﹤0.01%	1037
2025 Q1	$1.25K	Buy	46 +2	+5%	+$73	﹤0.01%	1210
2024 Q4	$1.79K	Buy	+44	New	+$1.59K	﹤0.01%	1157
2022 Q2	–	Sell	-400	Closed	-$44K	–	1112
2022 Q1	$44K	Hold	400	–	–	﹤0.01%	764
2021 Q4	$55K	Hold	400	–	–	﹤0.01%	738
2021 Q3	$64K	Hold	400	–	–	﹤0.01%	713
2021 Q2	$73K	Sell	400 -100	-20%	-$17.2K	﹤0.01%	694
2021 Q1	$78K	Hold	500	–	–	﹤0.01%	652
2020 Q4	$87K	Sell	500 -100	-17%	-$15.2K	﹤0.01%	597
2020 Q3	$78K	Buy	+600	New	+$72.2K	﹤0.01%	589

Other funds holding FIVN

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Anson Funds Management Dallas, Texas $1.57B AUM 370.24% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

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

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

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

Geode Capital Management

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