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TFC Financial Management’s FIVE9 FIVN Stock Holding History

TFC Financial Management’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
-18
Closed -$436 – 1002
2025
Q3 		$436 Hold
18
– – ﹤0.01% 736
2025
Q2 		$477 Buy
+18
New +$468 ﹤0.01% 694
2023
Q4 		– Sell
-5
Closed -$322 – 685
2023
Q3 		$322 Hold
5
– – ﹤0.01% 657
2023
Q2 		$413 Buy
+5
New +$336 ﹤0.01% 601

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TFC Financial Management's FIVN Position: Q4 2025 in Review

TFC Financial Management sold out of FIVE9 (FIVN) in Q4 2025, closing a stake of 18 shares — an estimated $436 sold.

TFC Financial Management first reported a position in FIVN in Q2 2023 and held it in 4 quarters. The position peaked at $477 in Q2 2025. 289 funds tracked by Wall St. Rank hold FIVN as of Q4 2025.

  • TFC Financial Management reported no remaining FIVE9 position as of Q4 2025 after selling out during the quarter.
  • TFC Financial Management sold 18 FIVE9 shares in Q4 2025, an estimated $436.
  • TFC Financial Management first reported a position in FIVE9 in Q2 2023 and held it in 4 quarters.
  • TFC Financial Management's FIVE9 position peaked at $477 in Q2 2025.
  • 289 funds tracked by Wall St. Rank held FIVE9 as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.