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Bell Investment Advisors’s Five Below FIVE Stock Holding History

Bell Investment 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
Q2 		$2.88K Hold
16
– – ﹤0.01% 1211
2026
Q1 		$3.66K Sell
16
-3
-16% -$628 ﹤0.01% 1103
2025
Q4 		$3.58K Buy
19
+3
+19% +$488 ﹤0.01% 1121
2025
Q3 		$2.48K Hold
16
– – ﹤0.01% 1253
2025
Q2 		$2.1K Sell
16
-6
-27% -$584 ﹤0.01% 1350
2025
Q1 		$1.65K Sell
22
-12
-35% -$1.05K ﹤0.01% 1379
2024
Q4 		$3.57K Sell
34
-15
-31% -$1.44K ﹤0.01% 1093
2024
Q3 		$4.33K Buy
49
+22
+81% +$1.85K ﹤0.01% 1016
2024
Q2 		$2.94K Hold
27
– – ﹤0.01% 1182
2024
Q1 		$4.9K Hold
27
– – ﹤0.01% 929
2023
Q4 		$5.76K Sell
27
-3
-10% -$551 ﹤0.01% 804
2023
Q3 		$4.83K Sell
30
-1
-3% -$183 ﹤0.01% 825
2023
Q2 		$6.09K Sell
31
-3
-9% -$586 ﹤0.01% 715
2023
Q1 		$7K Buy
34
+3
+10% +$591 ﹤0.01% 621
2022
Q4 		$5.48K Buy
31
+15
+94% +$2.36K ﹤0.01% 760
2022
Q3 		$2K Sell
16
-12
-43% -$1.58K ﹤0.01% 1097
2022
Q2 		$3K Buy
+28
New +$4.03K ﹤0.01% 936
2021
Q4 		$4K Hold
20
– – ﹤0.01% 856
2021
Q3 		$4K Buy
+20
New +$3.98K ﹤0.01% 791

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's FIVE Position: Q2 2026 in Review

Bell Investment Advisors held its Five Below (FIVE) position steady in Q2 2026 at 16 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Bell Investment Advisors first reported a position in FIVE in Q3 2021 and has held it in 19 quarters since. The position peaked at $7K in Q1 2023. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Bell Investment Advisors held 16 shares of Five Below worth $2.88K as of Q2 2026.
  • Bell Investment Advisors left its Five Below share count unchanged in Q2 2026.
  • Five Below made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1211 holding.
  • Bell Investment Advisors first reported a position in Five Below in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Five Below position peaked at $7K in Q1 2023.
  • 612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.