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Bernard Wealth Management’s Five Below FIVE Stock Holding History

Bernard Wealth 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
2025
Q2 		– Sell
-5
Closed -$375 – 343
2025
Q1 		$375 Hold
5
– – ﹤0.01% 370
2024
Q4 		$525 Buy
+5
New +$478 ﹤0.01% 299

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $194B AUM 35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bernard Wealth Management's FIVE Position: Q2 2025 in Review

Bernard Wealth Management sold out of Five Below (FIVE) in Q2 2025, closing a stake of 5 shares — an estimated $375 sold.

Bernard Wealth Management first reported a position in FIVE in Q4 2024 and held it in 2 quarters. The position peaked at $525 in Q4 2024. 460 funds tracked by Wall St. Rank hold FIVE as of Q2 2025.

  • Bernard Wealth Management reported no remaining Five Below position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 5 Five Below shares in Q2 2025, an estimated $375.
  • Bernard Wealth Management first reported a position in Five Below in Q4 2024 and held it in 2 quarters.
  • Bernard Wealth Management's Five Below position peaked at $525 in Q4 2024.
  • 460 funds tracked by Wall St. Rank held Five Below as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.