SPL
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Superior Planning, LLC’s Five Below FIVE Stock Holding History

Superior Planning, LLC’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.34K Buy
+38
New +$8.52K ﹤0.01% 999

Other funds holding FIVE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Superior Planning, LLC's FIVE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Five Below (FIVE) in Q3 2026: 38 shares worth $8.34K. The stake represents ﹤0.01% of the portfolio and ranks #999 among its holdings.

440 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • Superior Planning, LLC held 38 shares of Five Below worth $8.34K as of Q3 2026.
  • Five Below was a new Superior Planning, LLC position in Q3 2026.
  • Five Below made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #999 holding.
  • 440 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.