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FIVN icon

JNBA Financial Advisors’s FIVE9 FIVN Stock Holding History

JNBA Financial 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
2026
Q2 		$8.53K Hold
400
– – ﹤0.01% 532
2026
Q1 		$6.07K Hold
400
– – ﹤0.01% 568
2025
Q4 		$8.02K Hold
400
– – ﹤0.01% 511
2025
Q3 		$9.68K Hold
400
– – ﹤0.01% 483
2025
Q2 		$10.6K Hold
400
– – ﹤0.01% 458
2025
Q1 		$10.9K Buy
+400
New +$14.7K ﹤0.01% 450

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

JNBA Financial Advisors's FIVN Position: Q2 2026 in Review

JNBA Financial Advisors held its FIVE9 (FIVN) position steady in Q2 2026 at 400 shares worth $8.53K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

JNBA Financial Advisors first reported a position in FIVN in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.9K in Q1 2025. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • JNBA Financial Advisors held 400 shares of FIVE9 worth $8.53K as of Q2 2026.
  • JNBA Financial Advisors left its FIVE9 share count unchanged in Q2 2026.
  • FIVE9 made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #532 holding.
  • JNBA Financial Advisors first reported a position in FIVE9 in Q1 2025 and has held it in 6 quarters since.
  • JNBA Financial Advisors's FIVE9 position peaked at $10.9K in Q1 2025.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.