Action Point Financial Planning’s Five Below FIVE Stock Holding History

Action Point Financial Planning’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 Q2	$7.37K	Buy	+44	New	+$9.48K	﹤0.01%	1614

Other funds holding FIVE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's FIVE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Five Below (FIVE) in Q2 2026: 44 shares worth $7.37K. The stake represents ﹤0.01% of the portfolio and ranks #1614 among its holdings.

606 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

Action Point Financial Planning held 44 shares of Five Below worth $7.37K as of Q2 2026.
Five Below was a new Action Point Financial Planning position in Q2 2026.
Five Below made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1614 holding.
606 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.