AAS
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Avantax Advisory Services’s Five Below FIVE Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$220K Buy
+1,676
New +$163K ﹤0.01% 2142
2024
Q3 		– Sell
-2,925
Closed -$319K – 2149
2024
Q2 		$319K Buy
+2,925
New +$405K ﹤0.01% 1655

Other funds holding FIVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Avantax Advisory Services's FIVE Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Five Below (FIVE) in Q2 2025: 1,676 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #2142 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in FIVE as recently as Q2 2024.

Avantax Advisory Services first reported a position in FIVE in Q2 2024 and has held it in 2 quarters since. The position peaked at $319K in Q2 2024. 461 funds tracked by Wall St. Rank hold FIVE as of Q2 2025.

  • Avantax Advisory Services held 1,676 shares of Five Below worth $220K as of Q2 2025.
  • Five Below was a new Avantax Advisory Services position in Q2 2025.
  • Five Below made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2142 holding.
  • Avantax Advisory Services first reported a position in Five Below in Q2 2024 and has held it in 2 quarters since.
  • Avantax Advisory Services's Five Below position peaked at $319K in Q2 2024.
  • 461 funds tracked by Wall St. Rank held Five Below as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.