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Transamerica Financial Advisors’s FIVE9 FIVN Stock Holding History

Transamerica Financial 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
2026
Q2 		$2.09K Buy
98
+62
+172% +$1.22K ﹤0.01% 1301
2026
Q1 		$546 Sell
36
-20
-36% -$348 ﹤0.01% 1463
2025
Q4 		$1.12K Buy
56
+37
+195% +$785 ﹤0.01% 1224
2025
Q3 		$460 Buy
+19
New +$502 ﹤0.01% 1316

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

Transamerica Financial Advisors's FIVN Position: Q2 2026 in Review

Transamerica Financial Advisors increased its FIVE9 (FIVN) stake by 172% in Q2 2026, buying an estimated $1.22K and bringing the position to 98 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Transamerica Financial Advisors first reported a position in FIVN in Q3 2025 and has held it in 4 quarters since. 290 funds tracked by Wall St. Rank hold FIVN as of Q2 2026.

  • Transamerica Financial Advisors held 98 shares of FIVE9 worth $2.09K as of Q2 2026.
  • Transamerica Financial Advisors bought 62 FIVE9 shares in Q2 2026, an estimated $1.22K.
  • FIVE9 made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1301 holding.
  • Transamerica Financial Advisors first reported a position in FIVE9 in Q3 2025 and has held it in 4 quarters since.
  • 290 funds tracked by Wall St. Rank held FIVE9 as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.