KF
FIVN icon

Krilogy Financial’s FIVE9 FIVN Stock Holding History

Krilogy Financial’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 		$311K Buy
+8,713
New +$264K 0.01% 841

Other funds holding FIVN

MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Krilogy Financial's FIVN Position: Q3 2026 in Review

Krilogy Financial opened a new position in FIVE9 (FIVN) in Q3 2026: 8,713 shares worth $311K. The stake represents 0.01% of the portfolio and ranks #841 among its holdings.

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

  • Krilogy Financial held 8,713 shares of FIVE9 worth $311K as of Q3 2026.
  • FIVE9 was a new Krilogy Financial position in Q3 2026.
  • FIVE9 made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #841 holding.
  • 16 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

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