Rothwell Investment Advisors, LLC’s Five Below FIVE Stock Holding History

Rothwell Investment Advisors, 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	$182K	Buy	+827	New	+$185K	0.1%	183

Other funds holding FIVE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Pacifica Capital Investments Leander, Texas $282M AUM 5.46% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

Rothwell Investment Advisors, LLC's FIVE Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Five Below (FIVE) in Q3 2026: 827 shares worth $182K. The stake represents 0.1% of the portfolio and ranks #183 among its holdings.

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

Rothwell Investment Advisors, LLC held 827 shares of Five Below worth $182K as of Q3 2026.
Five Below was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Five Below made up 0.1% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #183 holding.
295 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.