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Arkadios Wealth Advisors’s Five Below FIVE Stock Holding History

Arkadios Wealth Advisors’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
Q1 		– Sell
-1,900
Closed -$358K – 1733
2025
Q4 		$358K Hold
1,900
– – 0.01% 1167
2025
Q3 		$294K Hold
1,900
– – 0.01% 1164
2025
Q2 		$249K Buy
+1,900
New +$185K 0.01% 1124

Other funds holding FIVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arkadios Wealth Advisors's FIVE Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Five Below (FIVE) stake by 1.2% in Q2 2026, selling an estimated $5.17K and leaving 1,959 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #1312.

Arkadios Wealth Advisors first reported a position in FIVE in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.79M in Q1 2023. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Arkadios Wealth Advisors held 1,959 shares of Five Below worth $352K as of Q2 2026.
  • Arkadios Wealth Advisors sold 24 Five Below shares in Q2 2026, an estimated $5.17K.
  • Five Below made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1312 holding.
  • Arkadios Wealth Advisors first reported a position in Five Below in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's Five Below position peaked at $1.79M in Q1 2023.
  • 611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.