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Regal Investment Advisors’s FIVE9 FIVN Stock Holding History

Regal Investment Advisors’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
-14,765
Closed -$357K – 595
2025
Q3 		$357K Sell
14,765
-442
-3% -$11.7K 0.02% 436
2025
Q2 		$403K Buy
15,207
+44
+0.3% +$1.15K 0.03% 373
2025
Q1 		$412K Buy
+15,163
New +$556K 0.03% 355
2024
Q3 		– Sell
-6,292
Closed -$277K – 525
2024
Q2 		$277K Sell
6,292
-123
-2% -$6.39K 0.02% 481
2024
Q1 		$398K Buy
6,415
+394
+7% +$27.4K 0.03% 403
2023
Q4 		$474K Buy
+6,021
New +$419K 0.04% 336
2023
Q3 		– Sell
-2,891
Closed -$238K – 511
2023
Q2 		$238K Sell
2,891
-1,358
-32% -$91.2K 0.02% 447
2023
Q1 		$307K Buy
+4,249
New +$304K 0.03% 387

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 $94.8B AUM 24.11% 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

Regal Investment Advisors's FIVN Position: Q4 2025 in Review

Regal Investment Advisors sold out of FIVE9 (FIVN) in Q4 2025, closing a stake of 14,765 shares — an estimated $357K sold.

Regal Investment Advisors first reported a position in FIVN in Q1 2023 and held it in 8 quarters. The position peaked at $474K in Q4 2023. 287 funds tracked by Wall St. Rank hold FIVN as of Q4 2025.

  • Regal Investment Advisors reported no remaining FIVE9 position as of Q4 2025 after selling out during the quarter.
  • Regal Investment Advisors sold 14,765 FIVE9 shares in Q4 2025, an estimated $357K.
  • Regal Investment Advisors first reported a position in FIVE9 in Q1 2023 and held it in 8 quarters.
  • Regal Investment Advisors's FIVE9 position peaked at $474K in Q4 2023.
  • 287 funds tracked by Wall St. Rank held FIVE9 as of Q4 2025.

Based on Regal Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.