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Johnson Financial Group Inc (Wisconsin)’s FIVE9 FIVN Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025
Q2 		– Sell
-1,291
Closed -$35.1K – 778
2025
Q1 		$35.1K Buy
1,291
+141
+12% +$5.17K ﹤0.01% 666
2024
Q4 		$47.1K Buy
+1,150
New +$41.5K ﹤0.01% 505

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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s FIVN Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of FIVE9 (FIVN) in Q2 2025, closing a stake of 1,291 shares — an estimated $35.1K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in FIVN in Q4 2024 and held it in 2 quarters. The position peaked at $47.1K in Q4 2024. 294 funds tracked by Wall St. Rank hold FIVN as of Q2 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining FIVE9 position as of Q2 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,291 FIVE9 shares in Q2 2025, an estimated $35.1K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in FIVE9 in Q4 2024 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s FIVE9 position peaked at $47.1K in Q4 2024.
  • 294 funds tracked by Wall St. Rank held FIVE9 as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.