James T. Borello RIA
FIVN icon

James T. Borello RIA’s FIVE9 FIVN Stock Holding History

James T. Borello RIA’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 		$170 Hold
5
– – ﹤0.01% 1143
2026
Q2 		$107 Sell
5
-1
-17% -$20 ﹤0.01% 1185
2026
Q1 		$91 Buy
+6
New +$104 ﹤0.01% 1172

Other funds holding FIVN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

James T. Borello RIA's FIVN Position: Q3 2026 in Review

James T. Borello RIA held its FIVE9 (FIVN) position steady in Q3 2026 at 5 shares worth $170. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

James T. Borello RIA first reported a position in FIVN in Q1 2026 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold FIVN as of Q3 2026.

  • James T. Borello RIA held 5 shares of FIVE9 worth $170 as of Q3 2026.
  • James T. Borello RIA left its FIVE9 share count unchanged in Q3 2026.
  • FIVE9 made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1143 holding.
  • James T. Borello RIA first reported a position in FIVE9 in Q1 2026 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held FIVE9 as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.