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Pinnacle Wealth Planning Services’s FIVE9 FIVN Stock Holding History

Pinnacle Wealth Planning Services’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 		$12.9K Buy
605
+588
+3,459% +$11.6K ﹤0.01% 1974
2026
Q1 		$258 Sell
17
-99
-85% -$1.72K ﹤0.01% 2668
2025
Q4 		$2.33K Buy
+116
New +$2.46K ﹤0.01% 2449
2021
Q1 		– Sell
-1,106
Closed -$192K – 920
2020
Q4 		$192K Buy
+1,106
New +$168K 0.05% 292

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

Pinnacle Wealth Planning Services's FIVN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its FIVE9 (FIVN) stake by 3,459% in Q2 2026, buying an estimated $11.6K and bringing the position to 605 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

Pinnacle Wealth Planning Services first reported a position in FIVN in Q4 2020 and has held it in 4 quarters since. The position peaked at $192K in Q4 2020. 293 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 605 shares of FIVE9 worth $12.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 588 FIVE9 shares in Q2 2026, an estimated $11.6K.
  • FIVE9 made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1974 holding.
  • Pinnacle Wealth Planning Services first reported a position in FIVE9 in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's FIVE9 position peaked at $192K in Q4 2020.
  • 293 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.