Larson Financial Group
FIVN icon

Larson Financial Group’s FIVE9 FIVN Stock Holding History

Larson Financial Group’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 		$1.7K Sell
50
-7
-12% -$212 ﹤0.01% 3259
2026
Q2 		$1.22K Buy
+57
New +$1.12K ﹤0.01% 3254
2025
Q3 		– Sell
-92
Closed -$2.44K – 3521
2025
Q2 		$2.44K Hold
92
– – ﹤0.01% 2343
2025
Q1 		$2.5K Buy
+92
New +$3.37K ﹤0.01% 2109

Other funds holding FIVN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Anson Funds Management
Anson Funds Management Dallas, Texas $1.82B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Larson Financial Group's FIVN Position: Q3 2026 in Review

Larson Financial Group reduced its FIVE9 (FIVN) stake by 12% in Q3 2026, selling an estimated $212 and leaving 50 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3259.

Larson Financial Group first reported a position in FIVN in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.5K in Q1 2025. 254 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

  • Larson Financial Group held 50 shares of FIVE9 worth $1.7K as of Q3 2026.
  • Larson Financial Group sold 7 FIVE9 shares in Q3 2026, an estimated $212.
  • FIVE9 made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3259 holding.
  • Larson Financial Group first reported a position in FIVE9 in Q1 2025 and has held it in 4 quarters since.
  • Larson Financial Group's FIVE9 position peaked at $2.5K in Q1 2025.
  • 254 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.