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Moody National Bank Trust Division’s FIVE9 FIVN Stock Holding History

Moody National Bank Trust Division’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
Q4 		– Sell
-15,331
Closed -$371K – 518
2025
Q3 		$371K Buy
15,331
+406
+3% +$10.7K 0.03% 381
2025
Q2 		$395K Sell
14,925
-648
-4% -$16.9K 0.04% 371
2025
Q1 		$423K Buy
+15,573
New +$571K 0.04% 364
2019
Q2 		– Sell
-109
Closed -$6K – 580
2019
Q1 		$6K Hold
109
– – ﹤0.01% 776
2018
Q4 		$5K Buy
+109
New +$4.38K ﹤0.01% 774

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Moody National Bank Trust Division's FIVN Position: Q4 2025 in Review

Moody National Bank Trust Division sold out of FIVE9 (FIVN) in Q4 2025, closing a stake of 15,331 shares — an estimated $371K sold.

Moody National Bank Trust Division first reported a position in FIVN in Q4 2018 and held it in 5 quarters. The position peaked at $423K in Q1 2025. 288 funds tracked by Wall St. Rank hold FIVN as of Q4 2025.

  • Moody National Bank Trust Division reported no remaining FIVE9 position as of Q4 2025 after selling out during the quarter.
  • Moody National Bank Trust Division sold 15,331 FIVE9 shares in Q4 2025, an estimated $371K.
  • Moody National Bank Trust Division first reported a position in FIVE9 in Q4 2018 and held it in 5 quarters.
  • Moody National Bank Trust Division's FIVE9 position peaked at $423K in Q1 2025.
  • 288 funds tracked by Wall St. Rank held FIVE9 as of Q4 2025.

Based on Moody National Bank Trust Division's 13F filing for Q4 2025, filed 12 Jan 2026.