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Ritter Daniher Financial Advisory’s FIVE9 FIVN Stock Holding History

Ritter Daniher Financial Advisory’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 		$2.56K Hold
120
– – ﹤0.01% 543
2026
Q1 		$1.82K Hold
120
– – ﹤0.01% 550
2025
Q4 		$2.41K Buy
+120
New +$2.55K ﹤0.01% 552

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

Ritter Daniher Financial Advisory's FIVN Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its FIVE9 (FIVN) position steady in Q2 2026 at 120 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Ritter Daniher Financial Advisory first reported a position in FIVN in Q4 2025 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Ritter Daniher Financial Advisory held 120 shares of FIVE9 worth $2.56K as of Q2 2026.
  • Ritter Daniher Financial Advisory left its FIVE9 share count unchanged in Q2 2026.
  • FIVE9 made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #543 holding.
  • Ritter Daniher Financial Advisory first reported a position in FIVE9 in Q4 2025 and has held it in 3 quarters since.
  • 289 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.