Align Financial’s Five Below FIVE Stock Holding History

Align Financial’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	$439	Buy	+2	New	+$449	﹤0.01%	514

Other funds holding FIVE

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Align Financial's FIVE Position: Q3 2026 in Review

Align Financial opened a new position in Five Below (FIVE) in Q3 2026: 2 shares worth $439. The stake represents ﹤0.01% of the portfolio and ranks #514 among its holdings.

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

Align Financial held 2 shares of Five Below worth $439 as of Q3 2026.
Five Below was a new Align Financial position in Q3 2026.
Five Below made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #514 holding.
82 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.