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Beese Fulmer Investment Management’s Five Below FIVE Stock Holding History

Beese Fulmer Investment 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
Q2 		$223K Sell
1,242
-403
-24% -$86.8K 0.01% 358
2026
Q1 		$376K Buy
+1,645
New +$344K 0.02% 257

Other funds holding FIVE

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Beese Fulmer Investment Management's FIVE Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Five Below (FIVE) stake by 24% in Q2 2026, selling an estimated $86.8K and leaving 1,242 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #358.

Beese Fulmer Investment Management first reported a position in FIVE in Q1 2026 and has held it in 2 quarters since. The position peaked at $376K in Q1 2026. 164 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Beese Fulmer Investment Management held 1,242 shares of Five Below worth $223K as of Q2 2026.
  • Beese Fulmer Investment Management sold 403 Five Below shares in Q2 2026, an estimated $86.8K.
  • Five Below made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #358 holding.
  • Beese Fulmer Investment Management first reported a position in Five Below in Q1 2026 and has held it in 2 quarters since.
  • Beese Fulmer Investment Management's Five Below position peaked at $376K in Q1 2026.
  • 164 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.