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FIVN icon

Parkside Financial Bank & Trust’s FIVE9 FIVN Stock Holding History

Parkside Financial Bank & Trust’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 		$854 Buy
+40
New +$790 ﹤0.01% 2454
2026
Q1 		– Sell
-60
Closed -$1.2K – 2724
2025
Q4 		$1.2K Buy
60
+2
+3% +$42 ﹤0.01% 2277
2025
Q3 		$1.4K Sell
58
-106
-65% -$2.8K ﹤0.01% 2148
2025
Q2 		$4.34K Buy
164
+11
+7% +$286 ﹤0.01% 1746
2025
Q1 		$4.16K Sell
153
-7
-4% -$257 ﹤0.01% 1688
2024
Q4 		$6.5K Sell
160
-1,309
-89% -$47.2K ﹤0.01% 1402
2024
Q3 		$42.2K Buy
1,469
+200
+16% +$7.22K 0.01% 838
2024
Q2 		$56K Buy
1,269
+77
+6% +$4K 0.01% 702
2024
Q1 		$74K Buy
1,192
+149
+14% +$10.4K 0.01% 616
2023
Q4 		$82.1K Buy
1,043
+77
+8% +$5.36K 0.01% 539
2023
Q3 		$62.1K Buy
966
+100
+12% +$7.48K 0.01% 554
2023
Q2 		$71.4K Buy
866
+35
+4% +$2.35K 0.02% 503
2023
Q1 		$60.1K Sell
831
-10
-1% -$715 0.02% 525
2022
Q4 		$57.1K Buy
841
+23
+3% +$1.44K 0.02% 529
2022
Q3 		$62K Buy
818
+73
+10% +$7.09K 0.02% 460
2022
Q2 		$68K Buy
745
+19
+3% +$1.92K 0.02% 433
2022
Q1 		$80K Buy
726
+17
+2% +$1.98K 0.02% 409
2021
Q4 		$98K Buy
709
+694
+4,627% +$103K 0.02% 368
2021
Q3 		$2K Buy
15
+3
+25% +$547 ﹤0.01% 1542
2021
Q2 		$2K Buy
12
+5
+71% +$862 ﹤0.01% 1531
2021
Q1 		$1K Sell
7
-31
-82% -$5.3K ﹤0.01% 1595
2020
Q4 		$7K Hold
38
– – ﹤0.01% 985
2020
Q3 		$5K Sell
38
-7
-16% -$842 ﹤0.01% 923
2020
Q2 		$5K Hold
45
– – ﹤0.01% 928
2020
Q1 		$3K Hold
45
– – ﹤0.01% 989
2019
Q4 		$3K Hold
45
– – ﹤0.01% 1052
2019
Q3 		$2K Sell
45
-20
-31% -$1.13K ﹤0.01% 1148
2019
Q2 		$3K Buy
+65
New +$3.3K ﹤0.01% 1069

Other funds holding FIVN

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parkside Financial Bank & Trust's FIVN Position: Q2 2026 in Review

Parkside Financial Bank & Trust opened a new position in FIVE9 (FIVN) in Q2 2026: 40 shares worth $854. The stake represents ﹤0.01% of the portfolio and ranks #2454 among its holdings. This is a return to the name: Parkside Financial Bank & Trust previously reported a position in FIVN as recently as Q4 2025.

Parkside Financial Bank & Trust first reported a position in FIVN in Q2 2019 and has held it in 28 quarters since. The position peaked at $98K in Q4 2021. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Parkside Financial Bank & Trust held 40 shares of FIVE9 worth $854 as of Q2 2026.
  • FIVE9 was a new Parkside Financial Bank & Trust position in Q2 2026.
  • FIVE9 made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #2454 holding.
  • Parkside Financial Bank & Trust first reported a position in FIVE9 in Q2 2019 and has held it in 28 quarters since.
  • Parkside Financial Bank & Trust's FIVE9 position peaked at $98K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.