MFG
FIVN icon

Merit Financial Group’s FIVE9 FIVN Stock Holding History

Merit 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
Q2 		$262K Buy
+12,270
New +$242K ﹤0.01% 1908

Other funds holding FIVN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Merit Financial Group's FIVN Position: Q2 2026 in Review

Merit Financial Group opened a new position in FIVE9 (FIVN) in Q2 2026: 12,270 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #1908 among its holdings.

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

  • Merit Financial Group held 12,270 shares of FIVE9 worth $262K as of Q2 2026.
  • FIVE9 was a new Merit Financial Group position in Q2 2026.
  • FIVE9 made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1908 holding.
  • 21 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.