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TD Private Client Wealth’s FIVE9 FIVN Stock Holding History

TD Private Client Wealth’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 		$1.79K Buy
+84
New +$1.66K ﹤0.01% 1378
2025
Q4 		– Sell
-8
Closed -$194 – 1669
2025
Q3 		$194 Hold
8
– – ﹤0.01% 1499
2025
Q2 		$212 Buy
+8
New +$208 ﹤0.01% 1371
2023
Q3 		– Sell
-7
Closed -$577 – 1238
2023
Q2 		$577 Hold
7
– – ﹤0.01% 1237
2023
Q1 		$506 Hold
7
– – ﹤0.01% 1219
2022
Q4 		$475 Buy
+7
New +$439 ﹤0.01% 1180
2021
Q1 		– Sell
-10
Closed -$1.74K – 1182
2020
Q4 		$1.74K Buy
+10
New +$1.52K ﹤0.01% 970

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

TD Private Client Wealth's FIVN Position: Q2 2026 in Review

TD Private Client Wealth opened a new position in FIVE9 (FIVN) in Q2 2026: 84 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #1378 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in FIVN as recently as Q3 2025.

TD Private Client Wealth first reported a position in FIVN in Q4 2020 and has held it in 7 quarters since. 292 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • TD Private Client Wealth held 84 shares of FIVE9 worth $1.79K as of Q2 2026.
  • FIVE9 was a new TD Private Client Wealth position in Q2 2026.
  • FIVE9 made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1378 holding.
  • TD Private Client Wealth first reported a position in FIVE9 in Q4 2020 and has held it in 7 quarters since.
  • 292 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.