Richardson Financial Services
FIVN icon

Richardson Financial Services’s FIVE9 FIVN Stock Holding History

Richardson Financial 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
Q3 		$59.4K Buy
1,746
+407
+30% +$12.3K 0.03% 301
2026
Q2 		$28.5K Sell
1,339
-824
-38% -$16.3K 0.02% 384
2026
Q1 		$32.8K Buy
2,163
+845
+64% +$14.7K 0.02% 363
2025
Q4 		$26.4K Buy
1,318
+336
+34% +$7.13K 0.01% 372
2025
Q3 		$23.8K Buy
982
+657
+202% +$17.4K 0.01% 355
2025
Q2 		$8.65K Hold
325
– – 0.01% 429
2025
Q1 		$8.82K Buy
+325
New +$11.9K 0.01% 393

Other funds holding FIVN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Gagnon Securities
Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return

Richardson Financial Services's FIVN Position: Q3 2026 in Review

Richardson Financial Services increased its FIVE9 (FIVN) stake by 30% in Q3 2026, buying an estimated $12.3K and bringing the position to 1,746 shares worth $59.4K. The position accounts for 0.03% of the portfolio, ranked #301.

Richardson Financial Services first reported a position in FIVN in Q1 2025 and has held it in 7 quarters since. 213 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

  • Richardson Financial Services held 1,746 shares of FIVE9 worth $59.4K as of Q3 2026.
  • Richardson Financial Services bought 407 FIVE9 shares in Q3 2026, an estimated $12.3K.
  • FIVE9 made up 0.03% of Richardson Financial Services's portfolio in Q3 2026, its #301 holding.
  • Richardson Financial Services first reported a position in FIVE9 in Q1 2025 and has held it in 7 quarters since.
  • 213 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.