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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Arkadios Wealth Advisors's FIVE Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Five Below (FIVE) stake by 9.1% in Q1 2026, selling an estimated $41.6K and leaving 1,983 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #1163.

Arkadios Wealth Advisors first reported a position in FIVE in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.79M in Q1 2023. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Arkadios Wealth Advisors held 1,983 shares of Five Below worth $453K as of Q1 2026.
  • Arkadios Wealth Advisors sold 199 Five Below shares in Q1 2026, an estimated $41.6K.
  • Five Below made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1163 holding.
  • Arkadios Wealth Advisors first reported a position in Five Below in Q4 2019 and has held it in 25 quarters since.
  • Arkadios Wealth Advisors's Five Below position peaked at $1.79M in Q1 2023.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.