Financial Consulate’s FIVE9 FIVN Stock Holding History

Financial Consulate’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	$205	Buy	+6	New	+$182	﹤0.01%	1680

Other funds holding FIVN

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Financial Consulate's FIVN Position: Q3 2026 in Review

Financial Consulate opened a new position in FIVE9 (FIVN) in Q3 2026: 6 shares worth $205. The stake represents ﹤0.01% of the portfolio and ranks #1680 among its holdings.

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

Financial Consulate held 6 shares of FIVE9 worth $205 as of Q3 2026.
FIVE9 was a new Financial Consulate position in Q3 2026.
FIVE9 made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1680 holding.
52 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.