Activest Wealth Management
FIVE icon

Activest Wealth Management’s Five Below FIVE Stock Holding History

Activest Wealth Management’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 		$16.2K Buy
74
+6
+9% +$1.35K ﹤0.01% 493
2026
Q2 		$12.2K Sell
68
-42
-38% -$9.04K ﹤0.01% 543
2026
Q1 		$25.1K Buy
110
+42
+62% +$8.79K ﹤0.01% 467
2025
Q4 		$12.8K Buy
+68
New +$11.1K ﹤0.01% 609

Other funds holding FIVE

Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
Capricorn Fund Managers
Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Activest Wealth Management's FIVE Position: Q3 2026 in Review

Activest Wealth Management increased its Five Below (FIVE) stake by 8.8% in Q3 2026, buying an estimated $1.35K and bringing the position to 74 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Activest Wealth Management first reported a position in FIVE in Q4 2025 and has held it in 4 quarters since. The position peaked at $25.1K in Q1 2026. 221 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • Activest Wealth Management held 74 shares of Five Below worth $16.2K as of Q3 2026.
  • Activest Wealth Management bought 6 Five Below shares in Q3 2026, an estimated $1.35K.
  • Five Below made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #493 holding.
  • Activest Wealth Management first reported a position in Five Below in Q4 2025 and has held it in 4 quarters since.
  • Activest Wealth Management's Five Below position peaked at $25.1K in Q1 2026.
  • 221 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.