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NBC Securities’s FIVE9 FIVN Stock Holding History

NBC Securities’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 		$160K Buy
+7,503
New +$148K 0.01% 931

Other funds holding FIVN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GITFIT
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland $249M AUM 37.04% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

NBC Securities's FIVN Position: Q2 2026 in Review

NBC Securities opened a new position in FIVE9 (FIVN) in Q2 2026: 7,503 shares worth $160K. The stake represents 0.01% of the portfolio and ranks #931 among its holdings.

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

  • NBC Securities held 7,503 shares of FIVE9 worth $160K as of Q2 2026.
  • FIVE9 was a new NBC Securities position in Q2 2026.
  • FIVE9 made up 0.01% of NBC Securities's portfolio in Q2 2026, its #931 holding.
  • 32 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.