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FIVN icon

Integrated Wealth Concepts’s FIVE9 FIVN Stock Holding History

Integrated Wealth Concepts’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 		$67.3K Buy
+3,158
New +$62.3K ﹤0.01% 3143

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

Integrated Wealth Concepts's FIVN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in FIVE9 (FIVN) in Q2 2026: 3,158 shares worth $67.3K. The stake represents ﹤0.01% of the portfolio and ranks #3143 among its holdings.

289 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Integrated Wealth Concepts held 3,158 shares of FIVE9 worth $67.3K as of Q2 2026.
  • FIVE9 was a new Integrated Wealth Concepts position in Q2 2026.
  • FIVE9 made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3143 holding.
  • 289 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.